CASSILLY FINANCIAL GROUP, LLC
Legal name: CASSILLY FINANCIAL
CRD #300672 SEC #801-132612 SEVERNA PARK, MD 410-793-5210
SEC Registered Disclosures
Total AUM
$103.2M
Discretionary
$101.8M
Employees
2
Clients
101
Accounts
643
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $103.2M | $101.8M | $1.4M | 2 | 3 |
| May 2025 | $103.2M | $101.8M | $1.4M | 2 | 3 |
| Apr 2025 | $103.2M | $101.8M | $1.4M | 2 | 3 |
| Apr 2025 | $103.2M | $101.8M | $1.4M | 2 | 3 |
| Mar 2025 | $103.2M | $101.8M | $1.4M | 2 | 3 |
DateAug 2025
Total AUM$103.2M
Discretionary$101.8M
Non-Disc.$1.4M
Employees2
Clients3
DateMay 2025
Total AUM$103.2M
Discretionary$101.8M
Non-Disc.$1.4M
Employees2
Clients3
DateApr 2025
Total AUM$103.2M
Discretionary$101.8M
Non-Disc.$1.4M
Employees2
Clients3
DateApr 2025
Total AUM$103.2M
Discretionary$101.8M
Non-Disc.$1.4M
Employees2
Clients3
DateMar 2025
Total AUM$103.2M
Discretionary$101.8M
Non-Disc.$1.4M
Employees2
Clients3