Cassadine Financial Services
GPTKB entity
Statements (148)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:financial_services
|
| gptkbp:acquired |
Smith & Co. Financial Advisors
|
| gptkbp:ceo |
gptkb:Helena_Cassadine
|
| gptkbp:client_base |
High Net Worth Individuals
Non-Profit Organizations Small Businesses |
| gptkbp:employees |
gptkb:200
|
| gptkbp:founded_in |
gptkb:2000
|
| gptkbp:has_part |
gptkb:U._S._Army_Corps_of_Engineers
gptkb:training gptkb:Research_Institute Legal Division Sales Division Marketing Division Strategic Planning Division Client Experience Division Human Resources Division Investment Strategy Division Operations Division Compliance Division Risk Management Division Business Development Division Corporate Governance Division Sustainability Division Investment Management Division Client Onboarding Division Investment Strategy Advisory Division Retirement Planning Division Client Services Division Client Advisory Division Investment Advisory Division Investment Research Division Market Research Division Client Engagement Division Client Feedback Division Client Relations Division Client Retention Division Data Analytics Division Client Advisory Management Division Client Advisory Management Services Division Client Advisory Services Division Client Advisory Solutions Division Client Advisory Solutions Services Division Client Financial Division Client Financial Management Division Client Financial Management Services Division Client Financial Services Division Client Financial Solutions Division Client Financial Solutions Services Division Client Investment Division Client Management Advisory Division Client Management Advisory Services Division Client Management Division Client Management Services Division Client Management Solutions Division Client Management Solutions Services Division Client Portfolio Division Client Solutions Division Client Strategy Advisory Division Client Strategy Advisory Services Division Client Strategy Division Client Strategy Management Division Client Strategy Services Division Client Strategy Solutions Division Client Strategy Solutions Services Division Compliance Monitoring Division Financial Advisory Division Financial Advisory Management Division Financial Advisory Management Services Division Financial Advisory Services Division Financial Advisory Solutions Division Financial Advisory Solutions Services Division Financial Analysis Division Financial Compliance Division Financial Education Division Financial Insights Division Financial Management Advisory Division Financial Management Advisory Services Division Financial Management Division Financial Management Services Division Financial Management Solutions Division Financial Management Solutions Services Division Financial Operations Division Financial Performance Division Financial Planning Division Financial Reporting Division Financial Risk Division Financial Solutions Advisory Division Financial Solutions Advisory Services Division Financial Solutions Division Financial Solutions Management Division Financial Solutions Management Services Division Financial Solutions Services Division Financial Strategy Advisory Division Financial Strategy Advisory Services Division Financial Strategy Division Financial Strategy Management Division Financial Strategy Services Division Financial Strategy Solutions Division Financial Strategy Solutions Services Division Financial Technology Division Investment Advisory Management Division Investment Advisory Management Services Division Investment Advisory Services Division Investment Advisory Solutions Division Investment Advisory Solutions Services Division Investment Client Division Investment Compliance Division Investment Insights Division Investment Management Advisory Division Investment Management Advisory Services Division Investment Management Services Division Investment Management Solutions Division Investment Management Solutions Services Division Investment Operations Division Investment Performance Division Investment Planning Division Investment Solutions Advisory Division Investment Solutions Advisory Services Division Investment Solutions Division Investment Solutions Management Division Investment Solutions Management Services Division Investment Solutions Services Division Investment Strategy Advisory Services Division Investment Strategy Management Division Investment Strategy Services Division Investment Strategy Solutions Division Investment Strategy Solutions Services Division Market Analysis Division Performance Measurement Division Portfolio Management Division Tax Advisory Division |
| gptkbp:headquarters |
gptkb:New_York_City
|
| https://www.w3.org/2000/01/rdf-schema#label |
Cassadine Financial Services
|
| gptkbp:offers |
gptkb:Investment_Management
gptkb:Wealth_Management Financial Planning |
| gptkbp:part_of |
gptkb:Cassadine_Group
|
| gptkbp:provides |
gptkb:Insurance_Company
Retirement Accounts Estate Planning Services |
| gptkbp:regulates |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:revenue |
50 million USD
|
| gptkbp:serves |
Corporate Clients
Individual Clients |
| gptkbp:website |
www.cassadinefinancial.com
|
| gptkbp:bfsParent |
gptkb:Cassadine_Holdings
|
| gptkbp:bfsLayer |
7
|