Cashman Consulting & Investments, LLC. (Redmond)

Name: Cashman Consulting & Investments, LLC.
Address: 12905 170 Th Ave Ne, Redmond, WA, 98052
Telephone: 425-895-8676

Cashman Consulting & Investments, LLC. is a large advisory firm based in Redmond. It manages $103.39 million of regulatory assets for 700 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Washington.

Cashman Consulting & Investments provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cashman Consulting & Investments: assets under management

The assets under management (AUM) of Cashman Consulting & Investments, LLC. is $103.39 million. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.2 million in discretionary accounts and $53.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $132.98 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cashman Consulting & Investments, LLC. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cashman Consulting & Investments, LLC.

Robert Steven Zuccarro has been acting as President since 1 Jul 2004. Jeffrey Norman Cashman joined the executive team most recently as the Chief Compliance Officer/Co President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Norman Cashman	Member	1 Jan 1998	75% - 100%	2048489
Judith Ellen Cashman	Member	1 Jan 1998	50% - 75%	2877897
Jeffrey Norman Cashman	Chief compliance officer/co-president	1 Jul 2004	Other	2048489
Judith Ellen Cashman	Co-president	1 Jul 2004	Other	2877897
National Financial Partners Corp.	Member,llc	1 Jul 2004	75% - 100%	13-4029115
Robert Steven Zuccarro	Director	1 Jul 2004	Other	4240378

Based in Redmond

The principal office where Cashman Consulting & Investments, LLC. performs its advisory services is located at 12905 170 Th Ave Ne, Redmond, WA 98052, which is also the mailing address of the firm. An additional office of the firm is in Mercer Island, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-895-8676 or by fax 425-895-8675. The normal business hours are 8:00-4:30 on Monday - Friday. You can find more information about the New York firm at www.cashmanconsulting.com.