CASSADY WEALTH & RETIREMENT PLANNING L.L.C. of HENDERSON, NV is an SEC-registered investment adviser (CRD 309710). Regulatory assets under management: $292.1M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jasen Eugene Cassady | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Jason Allen Waugh | CHIEF COMPLIANCE OFFICER | — |
| Sean Yijung Yao | MANAGING MEMBER | — |
| CASSADY JASEN EUGENE | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Waugh Jason Allen | CHIEF COMPLIANCE OFFICER | — |
| YAO SEAN YIJUNG | MANAGING MEMBER | — |