Cassini Capital Management, LLC

Cassini Capital Management, LLC (CRD# 287861) is a financial advisory firm headquartered in Tallahassee, FL. They manage $75,759,839 in 113 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $670,441
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Cassini Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kimberly L. Adams-Dipiero
CRD#: 2578181
Clearwater, FL

Kimberly Adams-Dipiero (CRD# 2578181) is an Investment Advisor Representative working at Cassini Capital Management, LLC in Clearwater, FL and has over 23 years of experience in the finance industry.

2
Brian C. Clark
CRD#: 6362817
1333 N. Adams Street, Tallahassee, FL 32303

Brian Clark (CRD# 6362817) is an Investment Advisor Representative working at Cassini Capital Management, LLC in Tallahassee, FL and has over 9 years of experience in the finance industry.

3
Paul Woodward
CRD#: 5996534
1333 N. Adams Street, Tallahassee, FL 32303

Paul Woodward (CRD# 5996534) is an Investment Advisor Representative working at Cassini Capital Management, LLC in Tallahassee, FL and has over 12 years of experience in the finance industry.

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