Overview
Assets Under Management: $121 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 36
Average Client Assets: $1.5 million
Frequently Asked Questions
CASCADIA ADVISORY SERVICES, LLC 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 #290231), CASCADIA ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
CASCADIA ADVISORY SERVICES, LLC is headquartered in PORTLAND, OR.
CASCADIA ADVISORY SERVICES, LLC serves 36 high-net-worth clients according to their SEC filing dated November 09, 2018. View client details ↓
According to their SEC Form ADV, CASCADIA ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CASCADIA ADVISORY SERVICES, LLC manages $121 million in client assets according to their SEC filing dated November 09, 2018.
According to their SEC Form ADV, CASCADIA ADVISORY SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.01%
Average Client Assets: $1.5 million
Total Client Accounts: 517
Discretionary Accounts: 517
Regulatory Filings
CRD Number: 290231
Filing ID: 1250570
Last Filing Date: 2018-11-09 11:40:00