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CASI INSTITUTIONAL CONSULTING, INC.
CASI INSTITUTIONAL CONSULTING, INC.
BALTIMORE, Maryland
·
2 registered advisors
·
CRD# 281608
SEC# 801-106964
410-400-3950
01
Firm Overview
AUM
$130M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Wealth Management
04
Advisors at CASI INSTITUTIONAL CONSULTING, INC.
2 registered advisors
Myron David Howie
BALTIMORE, Maryland
CRD# 2872402
Walid Liu Petiri
BALTIMORE, Maryland
CRD# 3101819
05
Office Locations
BALTIMORE, Maryland
2 advisors
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Data sourced from SEC Form ADV filings. CASI INSTITUTIONAL CONSULTING, INC. (CRD# 281608) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.