CASSADAY & COMPANY, INC.

8180 Greensboro Drive
Suite 1180
Mclean, Virginia 22102
Tel: 703-506-8200

About CASSADAY & COMPANY, INC.

CASSADAY & COMPANY, INC, formally registered with the SEC as CASSADAY & COMPANY, INC. The firm was established in 12/16/2021. They have over 1 offices throughout the country.

CASSADAY & COMPANY, INC. is a Mclean, Virginia based Financial Planning firm with nearly $4,975,020,215 assets under management, offering retirement planning & investment advisory services to 2822 clients. The firm is staffed with 86 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317672
SEC#	801-122868
Assets Managed by Firm	$4,975,020,215
No. of Clients	2822
No. of Advisors	86

Fee Structure

A percentage of AUM
Hourly charges
Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2822	$4,975,020,215
Individuals (other than high net worth individuals)	1121	$301,913,180
High net worth individuals	1670	$4,605,556,875
Pension and profit sharing plans	8	$5,248,760
Charitable organizations	11	$48,289,751
Corporations or other businesses	12	$14,011,649

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