CASSILLY FINANCIAL GROUP, LLC
Doing business as CASSILLY FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$135,536,632
Discretionary
$135,008,189
Non-discretionary
$528,443
Firm details
- CRD number
- 300672
- SEC file number
- 801-132612
- Main office
- SEVERNA PARK, MD, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.