Overview
Assets Under Management: $166 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 71
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 357
Discretionary Accounts: 236
Non-Discretionary Accounts: 121
Regulatory Filings
CRD Number: 111446
Last Filing Date: 2024-03-15 00:00:00
Website: https://cassedyfinancialgroup.com