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CAIRN INVESTOR SERVICES

VASSAS JR., JAMES W

CRD 282853

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$2.5M

Discretionary AUM

$2.5M

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Subscription fees

Org form

Sole Proprietorship

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals45$1.9M
High net worth individuals10$599K

All web addresses on file

Official SEC filing: View on IAPD