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Home > Retirement Planners > florida > tampa > CASSEDY FINANCIAL GROUP, INC.
CASSEDY FINANCIAL GROUP, INC.
113 South Blvd
Suite 200
Tampa, Florida 33606
Tel: 813-251-0004
About CASSEDY FINANCIAL GROUP, INC.
CASSEDY FINANCIAL GROUP, INC, formally registered with the SEC as CASSEDY FINANCIAL GROUP, INC. The firm was established in 06/21/2021. They have over 1 offices throughout the country.
CASSEDY FINANCIAL GROUP, INC. is a Tampa, Florida based Financial Planning firm with nearly $165,780,751 assets under management, offering retirement planning & investment advisory services to 357 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111446 |
| SEC# | 801-121550 |
| Assets Managed by Firm | $165,780,751 |
| No. of Clients | 357 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 357 | $165,780,751 |
| Individuals (other than high net worth individuals) | 101 | $18,176,611 |
| High net worth individuals | 65 | $144,903,999 |
| Pension and profit sharing plans | Fewer than 5 clients | $170,754 |
| Corporations or other businesses | 5 | $2,529,387 |
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