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Building 2CASSEDY FINANCIAL GROUP, INC.

Map pinTAMPA, FL
Phone813-251-0004
NotebookSEC #801-121550
Total AUM
$248.4M
Employees
4
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
113 SOUTH BLVD
SUITE 200
TAMPA
FL 33606
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
813-251-0004

ReceiptFinancials

Total AUM
$248.4M
Accounts
459
Discretionary
$147.6M
Accounts
348
Non-Discretionary
$100.8M
Accounts
111

ContactClients

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Individual Clients
101
AUM
$23.8M
HNW Individual Clients
74
AUM
$217.5M
Pension/Profit Sharing Plan Clients
1
AUM
$284K
Corporation or Business Clients
10
AUM
$6.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTX

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

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