Overview
Assets Under Management: $378 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
CASCADE 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 #35844), CASCADE INVESTMENT GROUP, INC. is subject to fiduciary duty under federal law.
CASCADE INVESTMENT GROUP, INC. is headquartered in COLORADO SPRINGS, CO.
CASCADE INVESTMENT GROUP, INC. serves 52 high-net-worth clients according to their SEC filing dated May 28, 2025. View client details ↓
According to their SEC Form ADV, CASCADE INVESTMENT GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CASCADE INVESTMENT GROUP, INC. manages $378 million in client assets according to their SEC filing dated May 28, 2025.
According to their SEC Form ADV, CASCADE INVESTMENT GROUP, INC. 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 974
Discretionary Accounts: 949
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 35844
Filing ID: 1993701
Last Filing Date: 2025-05-28 13:46:00
Website: https://ciginc.net