← Back to searchVisit website
CASSEDY FINANCIAL GROUP, INC.
CRD 111446 · SEC 801-121550
113 SOUTH BLVD, SUITE 200, TAMPA, FL, 33606, United States
Phone
813-251-0004
Fax
813-251-1943
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$248.4M
Discretionary AUM
$147.6M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $23.8M |
| High net worth individuals | 74 | $217.5M |
| Pension/profit sharing plans | 1 | $284K |
| Corporations/business entities | 10 | $6.9M |
States served
NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD