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).
Total Assets Under Management130MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$65,000,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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.