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Cassaday & Company, Inc.

Headquartered in MCLEAN, VA

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Firm Information

Cassaday & Company, Inc. is a registered investment advisor with over $4.9 billion in assets under management. Located in McLean, VA, the firm provides a variety of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses. They serve a diverse client base including high-net-worth individuals, charitable organizations, corporations, and pension plans. Cassaday & Company is a member of Focus Financial Partners, a leading partnership of independent wealth management firms.

Cassaday & Company, Inc.

8180 GREENSBORO DRIVE

MCLEAN, VA 22102

$4.98B

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with our affiliate, focus risk solutions.

Branch Locations (1)

CASSADAY & COMPANY, INC. has a total of 1 branch locations across the country.
location

MCLEAN, VA

Advisors at Cassaday & Company, Inc.

View All 26 Advisors
Unclaimed
Joshua Scott Roberts

RA

MCLEAN, VA

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Unclaimed
Sarah Grace Mouser

CFP®, RA

MCLEAN, VA

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Unclaimed
Steven Evans Ulrich

CFP®, RA

MCLEAN, VA

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Unclaimed
Linda Ann Stewart

RA

MCLEAN, VA

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Unclaimed
Philip Jude Sapienza

RA

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Unclaimed
Stephan Quinn Cassaday

CFP®, RA

MCLEAN, VA

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Unclaimed
Karen Nicole Blair

RA

MCLEAN, VA

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Unclaimed
Sean K Gallahan

CFP®, RA

MCLEAN, VA

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Disclosures

There are no public disclosures for Cassaday & Company, Inc..

Frequently Asked Questions (9)

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