CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

HENDERSON, Nevada·3 registered advisors·CRD# 309710
SEC# 801-1297641702-650-4480
01

Firm Overview

AUM
$140M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

3 registered advisors
Jasen Eugene Cassady
HENDERSON, Nevada
Jason Allen Waugh
HENDERSON, Nevada
Sean Yijung Yao
HENDERSON, Nevada
05

Office Locations

HENDERSON, Nevada
3 advisors

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Data sourced from SEC Form ADV filings. CASSADY WEALTH & RETIREMENT PLANNING L.L.C. (CRD# 309710) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.