Overview
Assets Under Management: $517 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 127
Average Client Assets: $3.6 million
Frequently Asked Questions
CASSADY SCHILLER WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129113), CASSADY SCHILLER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CASSADY SCHILLER WEALTH MANAGEMENT, LLC is headquartered in CINCINNATI, OH.
CASSADY SCHILLER WEALTH MANAGEMENT, LLC serves 127 high-net-worth clients according to their SEC filing dated June 10, 2024. View client details ↓
According to their SEC Form ADV, CASSADY SCHILLER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CASSADY SCHILLER WEALTH MANAGEMENT, LLC manages $517 million in client assets according to their SEC filing dated June 10, 2024.
According to their SEC Form ADV, CASSADY SCHILLER WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.48%
Average Client Assets: $3.6 million
Total Client Accounts: 900
Discretionary Accounts: 865
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 129113
Filing ID: 1882181
Last Filing Date: 2024-06-10 09:55:00