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CASSADAY & COMPANY, INC.

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

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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 $4,033,817,640 assets under management, offering retirement planning & investment advisory services to 3329 clients. The firm is staffed with 83 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#317672
SEC#801-122868
Assets Managed by Firm$4,033,817,640
No. of Clients3329
No. of Advisors83

Fee Structure

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

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total3329$4,033,817,640
Individuals (other than high net worth individuals)1779$305,785,128
High net worth individuals1481$3,641,466,268
Pension and profit sharing plans44$43,402,215
Charitable organizations17$33,294,076
Corporations or other businesses8$9,869,953

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