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Building 2CASCADE INVESTMENT GROUP, INC.

Map pinCOLORADO SPRINGS, CO
Phone719-632-0818
NotebookSEC #801-53819
Total AUM
$419.9M
Employees
6
Clients
623

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 E. PIKES PEAK AVENUE
SUITE 200
COLORADO SPRINGS
CO 80903
United States
Operating Hours
7:30AM - 4:00PM
Monday - Friday
Phone
719-632-0818

ReceiptFinancials

Total AUM
$419.9M
Accounts
978
Discretionary
$379.5M
Accounts
953
Non-Discretionary
$40.4M
Accounts
25

ContactClients

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Individual Clients
502
AUM
$142.1M
HNW Individual Clients
78
AUM
$208M
Pension/Profit Sharing Plan Clients
25
AUM
$40.4M
Charitable Organization Clients
9
AUM
$25.5M
Corporation or Business Clients
9
AUM
$4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
ALAZCACOFLILNCNENHNMTX

HandshakeAffiliates

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

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