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Building 2CASSILLY FINANCIAL

Map pinSEVERNA PARK, MD
Phone410-793-5210
NotebookSEC #801-132612
Total AUM
$135.5M
Employees
2
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
572 BALTIMORE ANNAPOLIS BLVD
SEVERNA PARK
MD 21146
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
410-793-5210

ReceiptFinancials

Total AUM
$135.5M
Accounts
595
Discretionary
$135M
Accounts
587
Non-Discretionary
$528.4K
Accounts
8

ContactClients

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Individual Clients
88
AUM
$21.5M
HNW Individual Clients
96
AUM
$112.9M
Corporation or Business Clients
4
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Misdemeanor Conviction Charge
State Registrations
FLMDTXVA

HandshakeAffiliates

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

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