Overview
Assets Under Management: $151 million
Headquarters: BEND, OR
High-Net-Worth Clients: 40
Average Client Assets: $2.0 million
Frequently Asked Questions
CASCADE FINANCIAL STRATEGIES 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 #166610), CASCADE FINANCIAL STRATEGIES is subject to fiduciary duty under federal law.
CASCADE FINANCIAL STRATEGIES is headquartered in BEND, OR.
CASCADE FINANCIAL STRATEGIES serves 40 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, CASCADE FINANCIAL STRATEGIES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
CASCADE FINANCIAL STRATEGIES manages $151 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, CASCADE FINANCIAL STRATEGIES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.02%
Average Client Assets: $2.0 million
Total Client Accounts: 605
Discretionary Accounts: 598
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 166610
Filing ID: 2058161
Last Filing Date: 2026-03-20 13:22:41