SEC Form ADV

CASSEDY FINANCIAL GROUP, INC.

Registered Investment AdviserFL
$248.4M
Assets Under Management
459
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-111446
Location
TAMPA, FL
Filing Date
March 31, 2026
AUM
$248.4M
Total Clients
459
Amendment
No

About this Adviser

CASSEDY FINANCIAL GROUP, INC. is a registered investment adviser headquartered in TAMPA, FL, managing approximately $248.4M in assets across 459 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.