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Jeffrey John Casey

CAPITAL ASSET ADVISORY SERVICES, LLC.·WILLIAMSTON, Michigan
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148 E GRAND RIVER AVE., WILLIAMSTON, MI 48895CRD# 3040426Firm CRD# 110929
01

About

Jeffrey John Casey is a registered financial advisor based in WILLIAMSTON, Michigan, affiliated with CAPITAL ASSET ADVISORY SERVICES, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPITAL ASSET ADVISORY SERVICES, LLC.
CG ADVISORY SERVICES
AUM
$3.2B
Regulatory assets under management
Employees
130
Total firm employees
View all advisors at CAPITAL ASSET ADVISORY SERVICES, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 3040426
Firm CRD# 110929
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey John Casey offer?
Jeffrey John Casey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSTON, Michigan for a consultation.
What are Jeffrey John Casey's credentials?
Jeffrey John Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey John Casey located?
Jeffrey John Casey is based in WILLIAMSTON, Michigan, working with CAPITAL ASSET ADVISORY SERVICES, LLC.. Their office serves clients in the WILLIAMSTON metropolitan area and surrounding communities.
How does Jeffrey John Casey charge for services?
Jeffrey John Casey's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ASSET ADVISORY SERVICES, LLC.?
CAPITAL ASSET ADVISORY SERVICES, LLC. has approximately 130 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILLIAMSTON
Stephen Lawrence Hanley — EVERGREEN WEALTH MANAGEMENT, LLCAnthony Joseph Mazzali — CAPITAL ASSET ADVISORY SERVICES, LLC.Kenneth Patrick Evangelista — CAPITAL ASSET ADVISORY SERVICES, LLC.Jeffrey Dale Gorsline — EVERGREEN WEALTH MANAGEMENT, LLCDavid C Bensch — EVERGREEN WEALTH MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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