Cashen Investment Advisors Inc.
Cashen Investment Advisors Inc. (CRD# 106978) is a financial advisory firm headquartered in Dallas, TX. They manage $766,997,037 in 98 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
Cashen Investment Advisors Inc.
By the Numbers
-
Total Assets Under Management767MILLION
-
Total Number of Accounts98ACCOUNTS
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Average Account Value$7,826,500
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
Registered Investment Advisor
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.
No Advisor Found.
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