| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Anderson Cassedy Control | Vice President | Under 5% | 2020 |
| Thomas a Cassedy Stock Trust Control | Ownership | Over 75% | 2024 |
| Thomas Anderson Cassedy Control | President And Chief Compliance Officer | Under 5% | 1996 |
Cassedy Financial Group, Inc. reports $222.3 million in regulatory assets under management on its Form ADV.
Cassedy Financial Group, Inc. reports 4 employees.
Cassedy Financial Group, Inc. is based in Tampa, FL and has been SEC-registered since 2021.
Cassedy Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 113 South Blvd, Suite 200, Tampa, FL 33606 |
| Phone | 813-251-0004 |
| Fax | 813-251-1943 |
| Office hours | 9:00-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $119.8M |
| Non-discretionary | $102.5M |
| Total (RAUM) | $222.3M |