CRD: 111446
Cassedy Financial Group, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-27-2000
- Office Locations
- 1
Office Locations
About Cassedy Financial Group, Inc.
Cassedy Financial Group is an independent, fiduciary RIA providing holistic wealth management for individuals and families, combining financial planning with customized portfolio management (not model portfolios). The team focuses on long-term preservation and growth through tailored strategies and guidance through life transitions, with many client relationships lasting 10+ years. Custody is supported through Charles Schwab & Co.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Cameron Anderson Cassedy
President, Vice President
- CRD
- #5856460
- Ownership
- Less than 5%
THOMAS ANDERSON CASSEDY
Chief Compliance Officer, FOUNDER
- CRD
- #1052213
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Eric Tin Yao Lam
Investment Analyst
- CRD
- #6713036
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,606,752 | $424,157 |
| Non-Discretionary | $100,839,732 | $908,466 |
| Total | $248,446,484 | $541,278 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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