C
$120.0K Total AUM
$120.0K Disc. AUM
-- 3Y CAGR
2 Employees
134 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2000
- Office Locations
- 1
Office Locations
1425 Eutaw Place Baltimore MD
About Casi Investments
Casi Investments is a Baltimore-based RIA. The firm has been operating for 26 years. Managing $120.0K in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
59 AVG AGE
$60.0K AVG AUM / ADVISOR
$896 AVG AUM / CLIENT
21.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL BARRY HOWIE
Owner, President
- CRD
- #1135647
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MYRON DAVID HOWIE
Chairman, Chief Executive Officer
- CRD
- #2872402
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $120,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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