Casi Institutional Consulting, Inc.

Casi Institutional Consulting, Inc. (CRD# 281608) is a financial advisory firm headquartered in Baltimore, MD. They manage $130,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.


Financial Advisors at Casi Institutional Consulting, Inc.
Showing 1 - 1 of 1 top financial advisors.
Walid L. Petiri
CRD#: 3101819
1425 Eutaw Place, Baltimore, MD 21217

Walid Petiri (CRD# 3101819) is an Investment Advisor Representative working at Casi Institutional Consulting, Inc. in Baltimore, MD and has over 19 years of experience in the finance industry.

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