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CASCADE INVESTMENT GROUP, INC.
444 E. Pikes Peak Avenue, Suite 200
Colorado Springs, Colorado 80903
Tel: 719-632-0818
About CASCADE INVESTMENT GROUP, INC.
CASCADE INVESTMENT GROUP, INC, formally registered with the SEC as CASCADE INVESTMENT GROUP, INC. The firm was established in 02/10/1997. They have over 1 offices throughout the country.
CASCADE INVESTMENT GROUP, INC. is a Colorado Springs, Colorado based Financial Planning firm with nearly $268,527,113 assets under management, offering retirement planning & investment advisory services to 913 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 35844 |
| SEC# | 801-53819 |
| Assets Managed by Firm | $268,527,113 |
| No. of Clients | 913 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 913 | $268,527,113 |
| Individuals (other than high net worth individuals) | 617 | $73,489,686 |
| High net worth individuals | 277 | $179,741,140 |
| Charitable organizations | 11 | $14,118,442 |
| Corporations or other businesses | 8 | $1,177,845 |
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