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Building 2CASCADIA ADVISORY SERVICES, LLC

Map pinPORTLAND, OR
Phone(503) 620-5236
NotebookSEC #801-112309
Total AUM
$689M
Employees
26
Clients
1,300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8050 SW PFAFFLE STREET
SUITE 100
PORTLAND
OR 97223
United States
Operating Hours
M - TH 8:00 AM -5:00 PM F 8:00 AM TO 4:00 PM
Monday - Friday
Phone
(503) 620-5236
Other Offices
1

ReceiptFinancials

Total AUM
$689M
Accounts
3,105
Discretionary
$689M
Accounts
3,105
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,063
AUM
$330.6M
HNW Individual Clients
236
AUM
$358.1M
Corporation or Business Clients
1
AUM
$360.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDLAMANJNMNVNYORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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