Overview
Assets Under Management: $286 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 93
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 593
Discretionary Accounts: 570
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 150458
Last Filing Date: 2025-02-25 00:00:00
Website: https://caissawealth.com