CASSADAY & CO INC
Total AUM
$3.7B
Employees
66Clients
2,816Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8180 GREENSBORO DRIVE, SUITE 1180
MCLEAN
VA 22102
United States
MCLEAN
VA 22102
United States
Operating Hours
9:A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
703-506-8200
Financials
Total AUM
$3.7B
Accounts
2,816Discretionary
$3.7B
Accounts
2,816Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,434AUM
$241.7M
HNW Individual Clients
1,330AUM
$3.4B
Pension/Profit Sharing Plan Clients
36AUM
$26.6M
Charitable Organization Clients
11AUM
$29.9M
Corporation or Business Clients
5AUM
$2.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAHIIAILKYLAMAMDMEMIMNMONCNJNVNYORPASCTNTXVAVTWAWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.