Be advised. This firm is no longer registered.

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).

Current Firm Details
1425 Eutaw Place, Baltimore, MD 21217
http://casiinstitutional.com
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $65,000,000
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
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Casi Institutional Consulting, 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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