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Building 2CASCADE FINANCIAL MANAGEMENT, INC.

Map pinDENVER, CO
Phone303-292-1121
NotebookSEC #801-64346
Total AUM
$337.2M
Employees
18
Clients
517

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 17TH STREET
SUITE 950
DENVER
CO 80202
United States
Operating Hours
7:30 AM TO 4:00 PM
Monday - Friday
Phone
303-292-1121
Other Offices
4

ReceiptFinancials

Total AUM
$337.2M
Accounts
1,138
Discretionary
$337.2M
Accounts
1,138
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
419
AUM
$102M
HNW Individual Clients
97
AUM
$232.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M

Briefcase businessServices

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Services Offered
Financial PlanningInstitutional Portfolio ManagementOther Services
Other Services
DOING BUSINESS AS NAME
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDILKSMOMTNDNVORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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