


Cassia Capital Partners Revenue
Financial Services • Winston-Salem, North Carolina, United States • 1-10 Employees
Cassia Capital Partners revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at Cassia Capital Partners
Andrew Miller
Vice President
Company overview
| Headquarters | 1144 W 4th St, Winston-Salem, North Carolina 27101, US |
| Phone number | +13367234585 |
| Website | |
| NAICS | 52 |
| SIC | 679 |
| Keywords | Wealth Management, Asset Allocation, Financial Planning, Investment Management, Investment Strategy |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
Cassia Capital Partners Email Formats
Cassia Capital Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@cassiacapitalpartners.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cassiacapitalpartners.com | 75% |
{first name}{last name} | johndoe@cassiacapitalpartners.com | 25% |
About Cassia Capital Partners
Cassia Capital Partners LLC is a privately-owned and independent investment management firm based in Winston-Salem, NC. We exist to positively impact lives through principled financial stewardship. Cassia serves high-net-worth individuals, institutions, and other independent advisors by delivering strategic asset allocation solutions and, when appropriate, comprehensive financial planning.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Cassia Capital Partners has never raised funding before.
Cassia Capital Partners Tech Stack
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Frequently asked questions
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