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CSi Advisory Services LLC

Active
900 East 96th Street, Suite 125,  Indianapolis,  Indiana (IN),  46240,  United States
(317) 844-3256
Sector: Insurance Entity: Private
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About CSi Advisory Services LLC
CSi Advisory Services is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial coaching and wealth management. CSi Advisory Services has $1.1 billion assets under management. Kristi Baker, Managing Partner of CSi Advisory Services, and Kelli Davis, Vice President of Retirement Plan Consulting, and the CSi Advisory Services team will join Hub Midwest East.
Investors
Current Investors
HUB International Ltd. ••••••••
Past Investors
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Investment Details
1 Transactions
Trans. IDInvestment DateExit DateInvestor(s)Deal Size (M)Seller(s)
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CSi Advisory Services LLC M&A Activity
# Company Transaction Date Close Date Sector Country
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Key Executives & Professionals
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Frequently Asked Questions
What does CSi Advisory Services LLC do?
CSi Advisory Services is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial coaching and wealth management. CSi Advisory Services has $1.1 billion assets under management. Kristi Baker, Managing Partner of CSi Advisory Services, and Kelli Davis, Vic
Where is CSi Advisory Services LLC headquartered?
CSi Advisory Services LLC is headquartered in Indianapolis, Indiana (IN), United States.
When was CSi Advisory Services LLC founded?
Founded year information for CSi Advisory Services LLC is available on AcquityData.
What sector is CSi Advisory Services LLC in?
CSi Advisory Services LLC operates in the Insurance sector.
Who are the investors in CSi Advisory Services LLC?
Current investors in CSi Advisory Services LLC include HUB International Ltd.. Sign up to AcquityData to view full investor details, deal dates and transaction history.
How many M&A transactions has CSi Advisory Services LLC been involved in?
CSi Advisory Services LLC has 1 transaction tracked on AcquityData. Sign up to view full investment history including dates, deal sizes, investors and sellers.

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