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CASSEDY FINANCIAL GROUP, INC.

Tel: 813-251-0004
113 South Blvd
Suite 200
Tampa, Florida  33606

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CASSEDY FINANCIAL GROUP, INC.

CASSEDY FINANCIAL GROUP, INC. is a Tampa, Florida based financial advisory firm with nearly $165,780,751 in assets under management and provides investment advisory services for 357 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

111446

SEC#:

801-121550

No. of Clients:

357

Assets under Management

$165,780,751

No. of Advisors:

3

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