CASSADAY & COMPANY, INC. - Financial Advisor in Virginia, Mclean

Tel: 703-506-8200 8180 Greensboro Drive Suite 1180 Mclean, Virginia 22102

About CASSADAY & COMPANY, INC.

CASSADAY & COMPANY, INC. is a Mclean, Virginia based financial advisory firm with nearly $4,975,020,215 in assets under management and provides investment advisory services for 2822 clients. There are currently 86 financial advisors at the firm.

General Information

Firm CRD#:

317672

Firm SEC#:

801-122868

Assets Under Management:

$4,975,020,215

No. of Clients:

2822

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)

Fee Structure:

A percentage of AUM, Hourly charges, Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.)

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