CASCADES CAPITAL ASSET MANAGEMENT, LLC

1840 Pembroke Road
Suite 1
Greensboro, North Carolina 27408
Tel: 336-404-4746

About CASCADES CAPITAL ASSET MANAGEMENT, LLC

CASCADES CAPITAL ASSET MANAGEMENT, LLC, formally registered with the SEC as CASCADES CAPITAL ASSET MANAGEMENT, LLC. The firm was established in 05/07/2018. They have over 2 offices throughout the country.

CASCADES CAPITAL ASSET MANAGEMENT, LLC is a Greensboro, North Carolina based Financial Planning firm with nearly $267,692,426 assets under management, offering retirement planning & investment advisory services to 678 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167102
SEC#	801-113166
Assets Managed by Firm	$267,692,426
No. of Clients	678
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	678	$267,692,426
Individuals (other than high net worth individuals)	245	$46,676,321
High net worth individuals	68	$191,596,150
Pension and profit sharing plans	14	$24,750,121
Charitable organizations	Fewer than 5 clients	$524,863
Corporations or other businesses	5	$4,144,971

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