8180 Greensboro Drive
Suite 1180
Mclean, Virginia 22102
Tel: 703-506-8200
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 $4,033,817,640 assets under management, offering retirement planning & investment advisory services to 3329 clients. The firm is staffed with 83 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 317672 |
SEC# | 801-122868 |
Assets Managed by Firm | $4,033,817,640 |
No. of Clients | 3329 |
No. of Advisors | 83 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3329 | $4,033,817,640 |
Individuals (other than high net worth individuals) | 1779 | $305,785,128 |
High net worth individuals | 1481 | $3,641,466,268 |
Pension and profit sharing plans | 44 | $43,402,215 |
Charitable organizations | 17 | $33,294,076 |
Corporations or other businesses | 8 | $9,869,953 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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