Overview
Assets Under Management: $331 million
Headquarters: OREGON CITY, OR
High-Net-Worth Clients: 90
Average Client Assets: $2 million
Frequently Asked Questions
CASCADE INVESTMENT ADVISORS, 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 #117294), CASCADE INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
CASCADE INVESTMENT ADVISORS, INC. is headquartered in OREGON CITY, OR.
CASCADE INVESTMENT ADVISORS, INC. serves 90 high-net-worth clients according to their SEC filing dated April 01, 2025. View client details ↓
According to their SEC Form ADV, CASCADE INVESTMENT ADVISORS, INC. offers portfolio management for individuals. View all service details ↓
CASCADE INVESTMENT ADVISORS, INC. manages $331 million in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, CASCADE INVESTMENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.08
Average High-Net-Worth Client Assets: $2 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