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Charles Theodore Cassel

CONSILIUM INVESTMENT MANAGEMENT LLC·FORT LAUDERDALE, Florida
Clean recordCONSILIUM INVESTMENT MANAGEMENT LLC
2400 E COMMERCIAL BLVD, FORT LAUDERDALE, FL 33308CRD# 4078975Firm CRD# 131934

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Theodore Cassel · FORT LAUDERDALE, FL
Registration
CRD #4078975 · CONSILIUM INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Theodore Cassel is a registered financial advisor based in FORT LAUDERDALE, Florida, affiliated with CONSILIUM INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CONSILIUM INVESTMENT MANAGEMENT LLC
CONSILIUM INVESTMENT MANAGEMENT LLC
AUM
$472M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CONSILIUM INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4078975
Firm CRD# 131934
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Theodore Cassel offer?
Charles Theodore Cassel specializes in Retirement Planning, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Charles Theodore Cassel's credentials?
Charles Theodore Cassel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Theodore Cassel located?
Charles Theodore Cassel is based in FORT LAUDERDALE, Florida, working with CONSILIUM INVESTMENT MANAGEMENT LLC. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Charles Theodore Cassel charge for services?
Charles Theodore Cassel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSILIUM INVESTMENT MANAGEMENT LLC?
CONSILIUM INVESTMENT MANAGEMENT LLC has approximately 1 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONSILIUM INVESTMENT MANAGEMENT LLC

Jonathan Michael Binder
FORT LAUDERDALE, FL

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Research
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