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| Happy Holidays!! thanks for using AUM13F!! |
| Cassedy Financial Group Inc
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|---|---|
| CRD # | 111446 |
| SEC # | 801-121550 |
| CIK # | |
| AUM | $222.3 M (2025-04-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 813-251-0004 |
| Address | 113 South Blvd Tampa, FL 33606 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 20.4 |
| (b) Individuals (high net worth individuals) | 71 | 196.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 413 | 222.3 |
| By Discretionary | ||
| Discretionary | 294 | 119.8 |
| Non-Discretionary | 119 | 102.5 |
| Total | 413 | 222.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.3 | |
| Total | 413 | 222.3 |
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|---|---|---|
|
Pollock Investment Advisory Corporation
✚
|
0.2 | |
|
Equity Wealth Partners LLC
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MO | 0.2 |
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Westhampton Capital LLC
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NC | 0.2 |
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Wharton Midmarket Investment Advisors Inc
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CT | 0.2 |
|
Atlas Wealth Partners LLC
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PA | 0.2 |
|
Atwater Wealth Management Inc
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|
MA | 0.2 |
|
RIA Services LLC
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|
WI | 0.2 |
|
Legend Capital Advisors LLC
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|
NY | 0.2 |
|
Loudon Investment Management LLC
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|
NH | 0.2 |
|
Aqua Advisors LLC
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|
0.2 |