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Building 2CASSIA CAPITAL PARTNERS LLC

Map pinWINSTON SALEM, NC
Phone(336) 723-4585
NotebookSEC #801-119057
Total AUM
$251.2M
Employees
5
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1144 WEST FOURTH STREET
SUITE 200
WINSTON SALEM
NC 27101
United States
Operating Hours
9:00AM TO 5:00 PM
Monday - Friday
Phone
(336) 723-4585

ReceiptFinancials

Total AUM
$251.2M
Accounts
573
Discretionary
$251.2M
Accounts
573
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
96
AUM
$38.8M
HNW Individual Clients
82
AUM
$190.8M
Charitable Organization Clients
8
AUM
$11.9M
Corporation or Business Clients
1
AUM
$9.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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