Adviser Profile
| As of Date | 05/02/2025 |
| Registration status | Registration Changed to CASSILLY FINANCIAL GROUP, LLC |
| ADV Location | SEVERNA PARK, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 103,156,687 34% |
| of that, discretionary | 101,805,918 32% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 160,430 29% |
| % High Net Worth | 52.55% 65% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds