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Building 2CASCADES CAPITAL ASSET MANAGEMENT, LLC

Map pinGREENSBORO, NC
Phone336-404-4746
NotebookSEC #801-113166
Total AUM
$383.3M
Employees
3
Clients
358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1840 PEMBROKE ROAD
SUITE 1
GREENSBORO
NC 27408
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
336-404-4746
Other Offices
1

ReceiptFinancials

Total AUM
$383.3M
Accounts
733
Discretionary
$346.3M
Accounts
718
Non-Discretionary
$37M
Accounts
15

ContactClients

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Individual Clients
245
AUM
$64.1M
HNW Individual Clients
84
AUM
$276.6M
Pension/Profit Sharing Plan Clients
15
AUM
$37M
Charitable Organization Clients
6
AUM
$1.1M
Corporation or Business Clients
8
AUM
$4.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Violation Finding
State Registrations
FLGANCSCTXVA

HandshakeAffiliates

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

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