|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cassilly Financial Group LLC
✚
|
|
|---|---|
| CRD # | 300672 |
| SEC # | 801-132612 |
| CIK # | |
| AUM | $103.2 M (2025-05-13) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 410-793-5210 |
| Address | 572 Baltimore Annapolis Blvd Severna Park, MD 21146 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 24.0 |
| (b) Individuals (high net worth individuals) | 144 | 78.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 643 | 103.2 |
| By Discretionary | ||
| Discretionary | 642 | 101.8 |
| Non-Discretionary | 1 | 1.4 |
| Total | 643 | 103.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.2 | |
| Total | 643 | 103.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Revalue LLC
✚
|
MI | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
Growstrong Wealth Strategies LLC
✚
|
CO | 0.1 |
|
Queen City Capital Management LLC
✚
|
OH | 0.1 |
|
Networth Asset Management Inc
✚
|
0.1 | |
|
Sentara Capital LLC
✚
|
GA | 0.1 |
|
Infinity Advisory Group LLC
✚
|
MI | 0.1 |
|
Victory Asset Management Co Inc
✚
|
NJ | 0.1 |
|
Zenith Solutions Inc
✚
|
PA | 0.1 |
|
Mutual Fund Protection Service
✚
|
CO | 0.1 |