Be advised. This firm is no longer registered.

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
13760 Noel Road, Suite 110, Dallas, TX 75240
By the Numbers
  • Total Assets Under Management
    767
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • 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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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