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CAISSA Wealth Strategies

EST. AUM
$296,976,582

CONTACTS
6

CLIENT ACCOUNTS
175

Firm Details

Metro area Minneapolis
CRD Number 150458
Website caissawealth.com
Client types

Overview

The company is named after the Roman Goddess of Chess. Clients have many complex 'pieces' in their financial board of life. The firm analyzes every detail to create wealth strategies that are fully integrated and think multiple steps ahead, much like one would do to win at chess.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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