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Building 2CASCADE INVESTMENT ADVISORS, INC.

Map pinOREGON CITY, OR
Phone503-417-1950
NotebookSEC #801-62891
Total AUM
$360.4M
Employees
7
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
503 HIGH STREET
OREGON CITY
OR 97045
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
503-417-1950

ReceiptFinancials

Total AUM
$360.4M
Accounts
501
Discretionary
$336.7M
Accounts
472
Non-Discretionary
$23.7M
Accounts
29

ContactClients

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Individual Clients
115
AUM
$84.9M
HNW Individual Clients
62
AUM
$275.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

HandshakeAffiliates

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

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