CASSADAY & CO WEALTH MANAGEMENT LLC
Doing business as CASSADAY & COMPANY, INC.. SEC Form ADV profile.
Total regulatory AUM
$7,138,784,240
Discretionary
$7,138,784,240
Non-discretionary
$0
Firm details
- CRD number
- 317672
- SEC file number
- 801-122868
- Main office
- MCLEAN, VA, United States
- Employees
- 97
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Other
As of October 2026.