CASSIA CAPITAL PARTNERS LLC - Financial Advisor in North Carolina, Winston Salem

Tel: (336) 723-4585 1144 West Fourth Street Suite 200 Winston Salem, North Carolina 27101

About CASSIA CAPITAL PARTNERS LLC

CASSIA CAPITAL PARTNERS LLC is a Winston Salem, North Carolina based financial advisory firm with nearly $205,995,647 in assets under management and provides investment advisory services for 496 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

159911

Firm SEC#:

801-119057

Assets Under Management:

$205,995,647

No. of Clients:

496

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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