THE CAVANAUGH GROUP INC
Total AUM
$485.7M
Employees
2Clients
46Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6 LITTLE RABBIT LANE
KIAWAH ISLAND
SC 29455
United States
KIAWAH ISLAND
SC 29455
United States
Operating Hours
9:00 A.M. TO 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
410-241-0084
Financials
Total AUM
$485.7M
Accounts
46Discretionary
$482.7M
Accounts
45Non-Discretionary
$3M
Accounts
1
Clients
Individual Clients
20AUM
$6.8M
HNW Individual Clients
24AUM
$469.4M
Pension/Profit Sharing Plan Clients
1AUM
$8.5M
Charitable Organization Clients
1AUM
$1.1M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
MD
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.