Cassedy Financial Group, Inc.
Cassedy Financial Group, Inc. (CRD# 111446) is a financial advisory firm headquartered in Tampa, FL. They manage $165,780,751 in 357 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Cassedy Financial Group, Inc.
By the Numbers
-
Total Assets Under Management166MILLION
-
Total Number of Accounts357ACCOUNTS
-
Average Account Value$464,372
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, TX
Financial Advisors at Cassedy Financial Group, Inc.
1
Cameron Cassedy (CRD# 5856460) is an Investment Advisor Representative working at Cassedy Financial Group, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.
2
Thomas Cassedy (CRD# 1052213) is an Investment Advisor Representative working at Cassedy Financial Group, Inc. in Tampa, FL and has over 41 years of experience in the finance industry.
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