Cassedy Financial Group, Inc.
Cassedy Financial Group, Inc. (CRD# 111446) is a financial advisory firm headquartered in Tampa, FL. They manage $47,020,000 in 91 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management47MILLION
Total Number of Accounts91ACCOUNTS
Average Account Value$516,703
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Thomas Cassedy (CRD# 1052213) is an Investment Advisor Representative working at Cassedy Financial Group, Inc. in Tampa, FL and has over 35 years of experience in the finance industry.