Cassedy Financial Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

113 S Boulevard Ste 200, Tampa, Florida,...

Phone Number

(813) 251-0004

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
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1

About Cassedy Financial Group

Cassedy Financial Group is a registered investment advisor based in Tampa, Florida, specializing in customized holistic wealth management strategies. The firm focuses on long-term preservation and growth of wealth, offering personalized investment portfolios tailored to individual client goals. With decades of combined experience, they prioritize trust, honesty, and integrity in their services, fostering long-lasting relationships with clients. Their target clients include individuals and families seeking independent financial advice and personalized wealth management solutions.Explore more
Cassedy Financial Group's Social MediaPopular SearchesCassedy Financial Group IncCassedy Financial Groupcassedyfinancialgroup.comWww CassedyfinancialgroupSIC Code 62,628NAICS Code 52,523Show more

Cassedy Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cassedy Financial Group

<$5M
1-10
Private
-
1996
$8.3M
11-50
Private
-
1996
$5M
1-10
Private
-
2012
David Wilson, Founder & Chief Executive Officer at Generational Wealth Management
David WilsonFounder & CEO
<$5M
11-50
Private
<$5M
1989
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
BP
Brandon PergolaVice President, Wealth Management
<$5M
1-10
Private
-
2009
WR
W. RouthPresident & CEO
Illustration of an envelope

Company Profile Activity

i

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Activity Insights

Cassedy Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cassedy Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cassedy Financial Group.

Cassedy Financial Group Tech Stack

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Frequently Asked Questions Regarding Cassedy Financial Group

What is Cassedy Financial Group's official website?
Cassedy Financial Group's official website is www.cassedyfinancialgroup.com
What is Cassedy Financial Group's Revenue?
Cassedy Financial Group's revenue is <$5 Million
What is Cassedy Financial Group's SIC code?
Cassedy Financial Group's SIC: 62,628
What is Cassedy Financial Group's NAICS code?
Cassedy Financial Group's NAICS: 52,523
How many employees does Cassedy Financial Group have?
Cassedy Financial Group has 1-10 employees
What industry does Cassedy Financial Group belong to?
Cassedy Financial Group is in the industry of: Finance, Securities Trading
What is Cassedy Financial Group competition?
Cassedy Financial Group top competitors include: RCN Wealth Management, David Routh, Box Financial Advisors, Lifelong Investments
What technology does Cassedy Financial Group use?
Some of the popular technologies that Cassedy Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Barracuda Networks, Datadog
How do I contact Cassedy Financial Group?
Cassedy Financial Group contact info: Phone number: (813) 251-0004 Website: www.cassedyfinancialgroup.com
What does Cassedy Financial Group do?

Cassedy Financial Group is a registered investment advisor based in Tampa, Florida, specializing in customized holistic wealth management strategies. The firm focuses on long-term preservation and growth of wealth, offering personalized investment portfolios tailored to individual client goals. With decades of combined experience, they prioritize t... rust, honesty, and integrity in their services, fostering long-lasting relationships with clients. Their target clients include individuals and families seeking independent financial advice and personalized wealth management solutions.Read More

What are Cassedy Financial Group social media links?
Cassedy Financial Group Linkedin page Cassedy Financial Group Facebook page
Is Cassedy Financial Group a public company?
Cassedy Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Cassedy Financial Group

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