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Building 2CASCADE FINANCIAL PARTNERS, LLC

Map pinSAN DIEGO, CA
Phone858-379-6701
NotebookSEC #801-128042
Total AUM
$1.4B
Employees
9
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3579 VALLEY CENTRE DRIVE
SUITE 125
SAN DIEGO
CA 92130
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
858-379-6701
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,093
Discretionary
$1.4B
Accounts
1,084
Non-Discretionary
$30.5M
Accounts
9

ContactClients

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Individual Clients
82
AUM
$44.7M
HNW Individual Clients
201
AUM
$1.3B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALAMAMINHNJNVNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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