Overview
Assets Under Management: $162 million
Headquarters: WENATCHEE, WA
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 269
Discretionary Accounts: 269
Regulatory Filings
CRD Number: 158470
Last Filing Date: 2025-01-31 00:00:00
Website: https://cascade-wealth.com