Casico Asset Management, LLC

Casico Asset Management, LLC (CRD# 175493) is a financial advisory firm headquartered in Century City, CA. They manage $40,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $2,666,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at Casico Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Cheng
CRD#: 2911348
10250 Constellation Blvd, 23rd Floor, Century City, CA 90067
93
Wealthminder
score

David Cheng (CRD# 2911348) is an Investment Advisor Representative working at Casico Asset Management, LLC in Century City, CA and has over 15 years of experience in the finance industry.

2
John J. Sayers
CRD#: 4634973
New York, NY
93
Wealthminder
score

John Sayers (CRD# 4634973) is an Investment Advisor Representative working at Casico Asset Management, LLC in New York, NY and has over 12 years of experience in the finance industry.

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