8 Wright Street
Floor 1
Westport, Connecticut 06880
Tel: (212) 804-7660
CAS INVESTMENT PARTNERS, LLC, formally registered with the SEC as CAS INVESTMENT PARTNERS, LLC. The firm was established in 10/27/2017. They have over 1 offices throughout the country.
CAS INVESTMENT PARTNERS, LLC is a Westport, Connecticut based Financial Planning firm with nearly $951,083,043 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 170071 |
SEC# | 801-111983 |
Assets Managed by Firm | $951,083,043 |
No. of Clients | 4 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4 | $951,083,043 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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