Assets Under Management
$6.0B
Number of Clients
3,155
Number of Advisors
27
Average Client AUM
$1.9M
AUM per Advisor
$221.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cassaday & Co Wealth Management manages investment portfolios for various clients. They determine client investment objectives, design investment policy statements, and monitor portfolios. They offer financial planning services covering personal, education, tax, death, retirement, investment, and estate planning. They also offer retirement plan consulting services to employee benefit plans.
8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102