CASSILLY FINANCIAL GROUP, LLC of SEVERNA PARK, MD is an SEC-registered investment adviser (CRD 300672). Regulatory assets under management: $135.5M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Frederick Nelson Cassilly | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |