Overview
Assets Under Management: $331 million
Headquarters: OREGON CITY, OR
High-Net-Worth Clients: 4
Average Client Assets: $38 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.92
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 489
Discretionary Accounts: 468
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 117294
Filing ID: 1975259
Last Filing Date: 2025-04-01 13:22:00
Website: https://cascadeinvestors.com