CSI Capital Management - Crunchbase Company Profile & Funding

Overview

CSI Capital Management

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About CSI Capital Management

CB Rank

466613

CSI Capital Management provides personal finance, estate planning, and tax planning services to its clients.

Acquired by

SunTrust Bank

Founded

obfuscation

Private

San Francisco, California, United States

11-50

www.csicapital.com/

Financial Services

Key People

Leland H Faust: Chairman & Founder

Details

Operating Status

Active

Company Type

For Profit

Founders

Leland H Faust

About the Company

CSI Capital Management provides personal finance, estate planning, and tax planning services to its clients. It primarily provides its services to high net-worth individuals. The firm also caters to investment companies, pension and profit sharing plans, charitable organizations, and corporations.

Phone Number

(415)354-3000

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personal Finance Services

CSI Capital Management offers services to help clients manage their personal finances, including budgeting, investment planning, and financial goal setting.

Estate Planning Services

The company provides estate planning services to assist clients in organizing and managing their estate to ensure their wishes are fulfilled after their passing.