Cashen Investment Advisors Inc.

Cashen Investment Advisors Inc. (CRD# 106978) is a financial advisory firm headquartered in Dallas, TX. They manage $813,045,737 in 74 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    813
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $10,987,105
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, LA, NE, NY, OK, OR, TX

Financial Advisors at Cashen Investment Advisors Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Shack B. Cashen
CRD#: 1838757
13760 Noel Road, Suite 110, Box 40, Dallas, TX 75240
96
Wealthminder
score

Shack Cashen (CRD# 1838757) is an Investment Advisor Representative working at Cashen Investment Advisors Inc. in Dallas, TX and has over 29 years of experience in the finance industry.

2
Christopher J. Caporaletti
CRD#: 5855241
13760 Noel Road, Suite 110, Box 40, Dallas, TX 75240
93
Wealthminder
score

Christopher Caporaletti (CRD# 5855241) is an Investment Advisor Representative working at Cashen Investment Advisors Inc. in Dallas, TX and has over 6 years of experience in the finance industry.

3
Michael A. Martinez
CRD#: 5840554
13760 Noel Road, Suite 110, Box 40, Dallas, TX 75240
93
Wealthminder
score

Michael Martinez (CRD# 5840554) is an Investment Advisor Representative working at Cashen Investment Advisors Inc. in Dallas, TX and has over 7 years of experience in the finance industry.

4
Norman C. Gin
CRD#: 831759
13760 Noel Road, Suite 110, Box 40, Dallas, TX 75240
58
Wealthminder
score

Norman Gin (CRD# 831759) is an Investment Advisor Representative working at Cashen Investment Advisors Inc. in Dallas, TX and has over 38 years of experience in the finance industry.

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