CASCADE FINANCIAL PARTNERS, LLC

11975 El Camino Real
Suite 100
San Diego, California 92130
Tel: 858-379-6701

About CASCADE FINANCIAL PARTNERS, LLC

CASCADE FINANCIAL PARTNERS, LLC, formally registered with the SEC as CASCADE FINANCIAL PARTNERS, LLC. The firm was established in 05/26/2023. They have over 1 offices throughout the country.

CASCADE FINANCIAL PARTNERS, LLC is a San Diego, California based Financial Planning firm with nearly $973,874,019 assets under management, offering retirement planning & investment advisory services to 1000 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326620
SEC#	801-128042
Assets Managed by Firm	$973,874,019
No. of Clients	1000
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1000	$973,874,019
Individuals (other than high net worth individuals)	50	$19,629,838
High net worth individuals	161	$954,244,181

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