1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

Map pinHENDERSON, NV
Phone702-650-4480
NotebookSEC #801-129764
Total AUM
$292.1M
Employees
5
Clients
455

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 W HORIZON RIDGE PKWY
HENDERSON
NV 89052
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
702-650-4480
Other Offices
1

ReceiptFinancials

Total AUM
$292.1M
Accounts
685
Discretionary
$248.9M
Accounts
584
Non-Discretionary
$43.2M
Accounts
101

ContactClients

View more in analytics →

Individual Clients
380
AUM
$175.5M
HNW Individual Clients
75
AUM
$116.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account