CASDER INSTITUTE OF WEALTH INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 339172
- Registered since
- October 10, 2025
Firm profile
FINTRXOverview
Casder Institute Of Wealth Inc. is a corporation that was registered with the SEC in 2025. The firm operates as an unclassified investment adviser and does not engage in capital allocation activities. It is primarily focused on advising clients on various investment strategies, although specific details about its client base and fee structure are not disclosed. The firm is not recognized as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
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
Owners & executives
1 of 1LISA MARIE AMON
CEO & CFOCRD 8175298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1 Bryant Park
- Time zone
- ET (UTC-5)
- Office locations
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