CASSADAY & CO INC
CRD #106566 SEC #801-45493 MCLEAN, VA 703-506-8200
SEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
Employees
66
Clients
--
Accounts
2,816
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $3.7B | $3.7B | $0 | 66 | 0 |
| Jun 2020 | $3B | $3B | $0 | 63 | 0 |
| Apr 2020 | $3B | $3B | $0 | 63 | 0 |
| Aug 2019 | $2.4B | $2.4B | $0 | 48 | 0 |
| Aug 2019 | $2.4B | $2.4B | $0 | 48 | 0 |
| Mar 2019 | $2.4B | $2.4B | $0 | 48 | 0 |
| Mar 2018 | $2.4B | $2.4B | $0 | 44 | 0 |
| Jun 2017 | $1.8B | $1.8B | $0 | 44 | 1,700 |
| Mar 2017 | $1.8B | $1.8B | $0 | 44 | 1,700 |
| Feb 2017 | $1.6B | $1.6B | $0 | 39 | 1,600 |
| Feb 2017 | $1.6B | $1.6B | $0 | 39 | 1,600 |
| Oct 2016 | $1.6B | $1.6B | $0 | 39 | 1,600 |
| Mar 2016 | $1.6B | $1.6B | $0 | 39 | 1,600 |
| Mar 2015 | $1.5B | $1.5B | $4.7M | 35 | 1,400 |
| Mar 2014 | $1.3B | $1.3B | $4.9M | 32 | 1,200 |
| Jan 2014 | $997.4M | $992.9M | $4.5M | 26 | 1,000 |
| Mar 2013 | $997.4M | $992.9M | $4.5M | 26 | 1,000 |
| Mar 2012 | $806.2M | $801.7M | $4.5M | 11 | 1,000 |
| May 2011 | $788.4M | $779.7M | $8.7M | -- | -- |
| Mar 2011 | $788.4M | $779.7M | $8.7M | -- | -- |
| Feb 2011 | $788.4M | $779.7M | $8.7M | -- | -- |
| Feb 2010 | $718.2M | $711M | $7.2M | -- | -- |
| Feb 2009 | $718.2M | $711M | $7.2M | -- | -- |
| Feb 2007 | $732.6M | $718.5M | $14.1M | -- | -- |
| Dec 2006 | $526M | $520.3M | $5.7M | -- | -- |
| Mar 2006 | $526M | $520.3M | $5.7M | -- | -- |
| Apr 2002 | $159.3M | $158.3M | $1M | -- | -- |
DateMar 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees66
Clients0
DateJun 2020
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees63
Clients0
DateApr 2020
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees63
Clients0
DateAug 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees48
Clients0
DateAug 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees48
Clients0
DateMar 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees48
Clients0
DateMar 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees44
Clients0
DateJun 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees44
Clients1,700
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees44
Clients1,700
DateFeb 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees39
Clients1,600
DateFeb 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees39
Clients1,600
DateOct 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees39
Clients1,600
DateMar 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees39
Clients1,600
DateMar 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$4.7M
Employees35
Clients1,400
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.9M
Employees32
Clients1,200
DateJan 2014
Total AUM$997.4M
Discretionary$992.9M
Non-Disc.$4.5M
Employees26
Clients1,000
DateMar 2013
Total AUM$997.4M
Discretionary$992.9M
Non-Disc.$4.5M
Employees26
Clients1,000
DateMar 2012
Total AUM$806.2M
Discretionary$801.7M
Non-Disc.$4.5M
Employees11
Clients1,000
DateMay 2011
Total AUM$788.4M
Discretionary$779.7M
Non-Disc.$8.7M
Employees--
Clients--
DateMar 2011
Total AUM$788.4M
Discretionary$779.7M
Non-Disc.$8.7M
Employees--
Clients--
DateFeb 2011
Total AUM$788.4M
Discretionary$779.7M
Non-Disc.$8.7M
Employees--
Clients--
DateFeb 2010
Total AUM$718.2M
Discretionary$711M
Non-Disc.$7.2M
Employees--
Clients--
DateFeb 2009
Total AUM$718.2M
Discretionary$711M
Non-Disc.$7.2M
Employees--
Clients--
DateFeb 2007
Total AUM$732.6M
Discretionary$718.5M
Non-Disc.$14.1M
Employees--
Clients--
DateDec 2006
Total AUM$526M
Discretionary$520.3M
Non-Disc.$5.7M
Employees--
Clients--
DateMar 2006
Total AUM$526M
Discretionary$520.3M
Non-Disc.$5.7M
Employees--
Clients--
DateApr 2002
Total AUM$159.3M
Discretionary$158.3M
Non-Disc.$1M
Employees--
Clients--