Cashew Financial, LLC
RIASEC Registered
Total AUM
$200K
Discretionary
$0
0% of AUM
Avg account
$200K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 308077
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cashew Financial, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm focuses on providing financial planning services, selecting other advisers, and conducting educational seminars and workshops. With a client base primarily consisting of individuals and families, Cashew Financial emphasizes a personalized approach to wealth management. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Contacts
1 of 1
Clark Drishinski
Senior Financial PlannerCRD 5879481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations