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CASSADAY & COMPANY, INC.
MCLEAN, VA
703-506-8200
SEC #801-122868Total AUM
$7.1B
Employees
97Clients
3,267Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8180 GREENSBORO DRIVE
SUITE 1180
MCLEAN
VA 22102
United States
SUITE 1180
MCLEAN
VA 22102
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
703-506-8200
Financials
Total AUM
$7.1B
Accounts
3,267Discretionary
$7.1B
Accounts
3,267Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,125AUM
$286.9M
HNW Individual Clients
2,017AUM
$6.7B
Pension/Profit Sharing Plan Clients
34AUM
$39.5M
Charitable Organization Clients
80AUM
$83.1M
Corporation or Business Clients
11AUM
$24.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCDEFLGAHIIAILKYLAMAMDMEMIMNMONCNENHNJNVNYOHOKORPASCTNTXUTVAVTWAWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.