CASSIA CAPITAL PARTNERS LLC

1144 West Fourth Street
Suite 200
Winston Salem, North Carolina 27101
Tel: (336) 723-4585

About CASSIA CAPITAL PARTNERS LLC

CASSIA CAPITAL PARTNERS LLC, formally registered with the SEC as CASSIA CAPITAL PARTNERS LLC. The firm was established in 07/15/2020. They have over 1 offices throughout the country.

CASSIA CAPITAL PARTNERS LLC is a Winston Salem, North Carolina based Financial Planning firm with nearly $205,995,647 assets under management, offering retirement planning & investment advisory services to 496 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159911
SEC#	801-119057
Assets Managed by Firm	$205,995,647
No. of Clients	496
No. of Advisors	5

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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	496	$205,995,647
Individuals (other than high net worth individuals)	104	$49,081,999
High net worth individuals	63	$139,735,810
Charitable organizations	7	$8,999,910
Corporations or other businesses	Fewer than 5 clients	$8,177,928

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