Overview
Assets Under Management: $258 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 157
Average Client Assets: $1.2 million
Frequently Asked Questions
CASCADE FINANCIAL MANAGEMENT, 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 #119030), CASCADE FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CASCADE FINANCIAL MANAGEMENT, INC. is headquartered in DENVER, CO.
CASCADE FINANCIAL MANAGEMENT, INC. serves 157 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, CASCADE FINANCIAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CASCADE FINANCIAL MANAGEMENT, INC. manages $258 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, CASCADE FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.86%
Average Client Assets: $1.2 million
Total Client Accounts: 982
Discretionary Accounts: 982
Regulatory Filings
CRD Number: 119030
Filing ID: 1182860
Last Filing Date: 2018-03-26 15:17:00