Overview
Assets Under Management: $337 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Frequently Asked Questions
CAIRN INVESTMENT GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143601), CAIRN INVESTMENT GROUP, INC. is subject to fiduciary duty under federal law.
CAIRN INVESTMENT GROUP, INC. is headquartered in VANCOUVER, WA.
CAIRN INVESTMENT GROUP, INC. serves 109 high-net-worth clients according to their SEC filing dated June 02, 2024. View client details ↓
According to their SEC Form ADV, CAIRN INVESTMENT GROUP, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
CAIRN INVESTMENT GROUP, INC. manages $337 million in client assets according to their SEC filing dated June 02, 2024.
According to their SEC Form ADV, CAIRN INVESTMENT GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 838
Discretionary Accounts: 791
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 143601
Last Filing Date: 2024-06-02 00:00:00
Website: https://cairninvestment.com