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Building 2CASSADAY & CO INC

Map pinMCLEAN, VA
Phone703-506-8200
NotebookSEC #801-45493
Total AUM
$3.7B
Employees
66
Clients
2,816

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8180 GREENSBORO DRIVE, SUITE 1180
MCLEAN
VA 22102
United States
Operating Hours
9:A.M. TO 5:00 P.M.
Monday - Friday
Phone
703-506-8200

ReceiptFinancials

Total AUM
$3.7B
Accounts
2,816
Discretionary
$3.7B
Accounts
2,816
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,434
AUM
$241.7M
HNW Individual Clients
1,330
AUM
$3.4B
Pension/Profit Sharing Plan Clients
36
AUM
$26.6M
Charitable Organization Clients
11
AUM
$29.9M
Corporation or Business Clients
5
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAHIIAILKYLAMAMDMEMIMNMONCNJNVNYORPASCTNTXVAVTWAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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