Casselman Financial Strategies
Casselman Financial Strategies (CRD# 157792) is a financial advisory firm headquartered in , . They manage $4,820,000 in 109 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts109ACCOUNTS
Average Account Value$44,220
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Joseph Casselman (CRD# 4658881) is an Investment Advisor Representative working at Casselman Financial Strategies in Arlington, TX and has over 14 years of experience in the finance industry.