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CASSIA CAPITAL PARTNERS LLC
Tel: (336) 723-4585
1144 West Fourth Street Suite 200
Winston Salem, North Carolina 27101
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
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
Firm CRD#:
159911
SEC#:
801-119057
No. of Clients:
496
Assets under Management
$205,995,647
No. of Advisors:
5
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