CAISSA WEALTH STRATEGIES

7825 Washington Ave S.
Suite 725
Bloomington, Minnesota 55439
Tel: 612-426-6007

About CAISSA WEALTH STRATEGIES

CAISSA WEALTH STRATEGIES, formally registered with the SEC as CAISSA WEALTH STRATEGIES. The firm was established in 11/02/2018. They have over 1 offices throughout the country.

CAISSA WEALTH STRATEGIES is a Bloomington, Minnesota based Financial Planning firm with nearly $286,298,075 assets under management, offering retirement planning & investment advisory services to 593 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150458
SEC#	801-114229
Assets Managed by Firm	$286,298,075
No. of Clients	593
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	593	$286,298,075
Individuals (other than high net worth individuals)	64	$25,115,284
High net worth individuals	93	$261,182,791

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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
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