Cassaday & Company

Finance · Virginia, United States · 51-200 Employees

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Overview

Headquarters

8180 Greensboro Dr Ste 1180, Mc Lean, Vi...

Phone Number

(703) 506-8200

Revenue

$43.8 Million

Industry

Finance Securities Trading

About Cassaday & Company

Cassaday & Company, Inc., founded in 2003 and headquartered in McLean, Virginia, is an investment management company that specializes in retirement & financial planning, tax management, and more.Explore more
Cassaday & Company's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Cassaday & Company Org Chart

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Chairman & Chief Executive Officer

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Chief of Staff To the Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cassaday & Company

$43.8M
51-200
Private
<$5M
2003
SS
Steven SimonChairman & CEO
$113.4M
201-500
Private
<$5M
2000
$33M
51-200
Private
-
2014
Tanner Hamilton, Director, Advisory Support at AdvicePeriod
Tanner HamiltonDirector, Advisory Support
$25.8M
11-50
Private
-
1999
JD
Justin DuBruelerChief Financial Officer & Chief Administrative Officer
$20.1M
11-50
Private
-
1987
Ronald Johnson, Managing Partner, Chief Financial Officer at Litman Gregory Asset Management
Ronald JohnsonManaging Partner, Chief Financial Officer
$9.5M
11-50
Private
<$5M
1986
JC
Joseph CaputoChief Information Officer & Associate Portfolio Manager
$7.3M
11-50
Private
<$5M
2000
Peter Mottek, Chief Executive Officer & President at Provenance Wealth Advisors
Peter MottekCEO & President
Illustration of an envelope

Cassaday & Company Tech Stack

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Frequently Asked Questions Regarding Cassaday & Company

What is Cassaday & Company's official website?
Cassaday & Company's official website is www.cassaday.com
What is Cassaday & Company's Revenue?
Cassaday & Company's revenue is $43.8 Million
What is Cassaday & Company's SIC code?
Cassaday & Company's SIC: 62,628
What is Cassaday & Company's NAICS code?
Cassaday & Company's NAICS: 52,523
How many employees does Cassaday & Company have?
Cassaday & Company has 51-200 employees
What industry does Cassaday & Company belong to?
Cassaday & Company is in the industry of: Finance, Securities Trading
What is Cassaday & Company competition?
Cassaday & Company top competitors include: Baltimore-Washington Financial Advisors, Mission Wealth, Provenance Wealth Advisors, AdvicePeriod
What companies has Cassaday & Company acquired?
Cassaday & Company has acquired the companies: Greystone Financial Services, Badgley Phelps Wealth Managers, Brownlie & Braden Advisors, TMD & Associates
What technology does Cassaday & Company use?
Some of the popular technologies that Cassaday & Company uses are: WordPress.org, PHP, Google Universal Analytics, YCharts
How do I contact Cassaday & Company?
Cassaday & Company contact info: Phone number: (703) 506-8200 Website: www.cassaday.com
What does Cassaday & Company do?

Cassaday & Company, Inc., founded in 2003 and headquartered in McLean, Virginia, is an investment management company that specializes in retirement & financial planning, tax management, and more.... Read More

What are Cassaday & Company social media links?
Cassaday & Company Linkedin page Cassaday & Company Facebook page
Is Cassaday & Company a public company?
Cassaday & Company is private company therefore does not currently have an official ticker symbol
See more information about Cassaday & Company

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