CASSEDY FINANCIAL GROUP, INC.
CRD #111446 SEC #801-121550 TAMPA, FL 813-251-0004
SEC Registered
Total AUM
$222.3M
Discretionary
$119.8M
Employees
4
Clients
0
Accounts
413
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $222.3M | $119.8M | $102.5M | 4 | 0 |
| Mar 2025 | $222.3M | $119.8M | $102.5M | 4 | 0 |
| Mar 2024 | $165.8M | $94.5M | $71.3M | 3 | 28 |
| Mar 2023 | $138.1M | $74.8M | $63.2M | 3 | 2 |
| Mar 2023 | $138.1M | $74.8M | $63.2M | 3 | 2 |
| Nov 2022 | $145.6M | $100.6M | $45M | 3 | 2 |
| May 2022 | $145.6M | $100.6M | $45M | 3 | 2 |
| May 2022 | $145.6M | $100.6M | $45M | 3 | 2 |
| Mar 2022 | $145.6M | $100.6M | $45M | 3 | 2 |
| Jun 2021 | $117.5M | $75.3M | $42.2M | 3 | 1 |
| Jun 2021 | $117.5M | $75.3M | $42.2M | 3 | 1 |
| May 2021 | $117.5M | $75.3M | $42.2M | 3 | 1 |
DateApr 2025
Total AUM$222.3M
Discretionary$119.8M
Non-Disc.$102.5M
Employees4
Clients0
DateMar 2025
Total AUM$222.3M
Discretionary$119.8M
Non-Disc.$102.5M
Employees4
Clients0
DateMar 2024
Total AUM$165.8M
Discretionary$94.5M
Non-Disc.$71.3M
Employees3
Clients28
DateMar 2023
Total AUM$138.1M
Discretionary$74.8M
Non-Disc.$63.2M
Employees3
Clients2
DateMar 2023
Total AUM$138.1M
Discretionary$74.8M
Non-Disc.$63.2M
Employees3
Clients2
DateNov 2022
Total AUM$145.6M
Discretionary$100.6M
Non-Disc.$45M
Employees3
Clients2
DateMay 2022
Total AUM$145.6M
Discretionary$100.6M
Non-Disc.$45M
Employees3
Clients2
DateMay 2022
Total AUM$145.6M
Discretionary$100.6M
Non-Disc.$45M
Employees3
Clients2
DateMar 2022
Total AUM$145.6M
Discretionary$100.6M
Non-Disc.$45M
Employees3
Clients2
DateJun 2021
Total AUM$117.5M
Discretionary$75.3M
Non-Disc.$42.2M
Employees3
Clients1
DateJun 2021
Total AUM$117.5M
Discretionary$75.3M
Non-Disc.$42.2M
Employees3
Clients1
DateMay 2021
Total AUM$117.5M
Discretionary$75.3M
Non-Disc.$42.2M
Employees3
Clients1