Casi Investments
Casi Investments (CRD# 116063) is a financial advisory firm headquartered in Baltimore, MD. They manage $120,000 in 67 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Casi Investments
By the Numbers
-
Total Assets Under Management0MILLION
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Total Number of Accounts67ACCOUNTS
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Average Account Value$1,791
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
KS, MD
Financial Advisors at Casi Investments
1
Michael Howie (CRD# 1135647) is an Investment Advisor Representative working at Casi Investments in Baltimore, MD and has over 40 years of experience in the finance industry.
2
Myron Howie (CRD# 2872402) is an Investment Advisor Representative working at Casi Investments in Baltimore, MD and has over 26 years of experience in the finance industry.
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