Overview
Assets Under Management: $166 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 71
Average Client Assets: $3 million
Frequently Asked Questions
CASSEDY FINANCIAL GROUP, INC. 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 #111446), CASSEDY FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
CASSEDY FINANCIAL GROUP, INC. is headquartered in TAMPA, FL.
CASSEDY FINANCIAL GROUP, INC. serves 71 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, CASSEDY FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CASSEDY FINANCIAL GROUP, INC. manages $166 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, CASSEDY FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
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