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.
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 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.
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.
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.