Mcnally Financial Services Corporation
Assets Under Management
$25.1M
Number of Clients
142
Number of Advisors
8
Average Client AUM
$177K
AUM per Advisor
$3.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Marshall Cassedy is an Investment Advisor Representative and Registered Representative with McNally Financial Services Corporation (MFSC) and a Financial Advisor with Cassedy & Company. He entered the financial services industry in 1983. MFSC supervises Mr. Cassedy’s advisory activities and monitors investments to ensure suitability for clients.
Fee Structure
This document provides information about Marshall Cassedy, who is associated with McNally Financial Services Corporation. It does not contain any fee information.
Areas of Practice
Investment Management
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Location
16414 San Pedro, Suite 930, San Antonio, TX, 78232-5185