Home
›
Firms
›
CASSIA CAPITAL PARTNERS LLC
CASSIA CAPITAL PARTNERS LLC
WINSTON SALEM, North Carolina
·
2 registered advisors
·
CRD# 159911
SEC# 801-119057
0
(336) 723-4585
01
Firm Overview
AUM
$194M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CASSIA CAPITAL PARTNERS LLC
2 registered advisors
Charles Dewey Barham
WINSTON SALEM, North Carolina
CFP
CRD# 4157445
James R Helvey
WINSTON SALEM, North Carolina
CRD# 5156968
05
Office Locations
WINSTON SALEM, North Carolina
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CASSIA CAPITAL PARTNERS LLC (CRD# 159911) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.