Cassedy Financial Group, Inc.

Cassedy Financial Group, Inc. (CRD# 111446) is a financial advisory firm headquartered in Tampa, FL. They manage $49,000,000 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $604,938
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL

Financial Advisors at Cassedy Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Thomas A. Cassedy
CRD#: 1052213
113 South Boulevard, Tampa, FL 33606
93
Wealthminder
score

Thomas Cassedy (CRD# 1052213) is an Investment Advisor Representative working at Cassedy Financial Group, Inc. in Tampa, FL and has over 33 years of experience in the finance industry.

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