Casi Investments

Casi Investments (CRD# 116063) is a financial advisory firm headquartered in Baltimore, MD. They manage $750,000 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $50,000
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
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.

KS, MD

Financial Advisors at Casi Investments
Showing 1 - 2 of 2 top financial advisors.
1
Michael B. Howie
CRD#: 1135647
3601 Edgewood Road, Baltimore, MD 21215
93
Wealthminder
score

Michael Howie (CRD# 1135647) is an Investment Advisor Representative working at Casi Investments in Baltimore, MD and has over 33 years of experience in the finance industry.

2
Myron D. Howie
CRD#: 2872402
1425 Eutaw Place, Baltimore, MD 21217
81
Wealthminder
score

Myron Howie (CRD# 2872402) is an Investment Advisor Representative working at Casi Investments in Baltimore, MD and has over 19 years of experience in the finance industry.

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