CASCADE INVESTMENT ADVISORS, INC.

503 High Street
Oregon City, Oregon 97045
Tel: 503-417-1950

About CASCADE INVESTMENT ADVISORS, INC.

CASCADE INVESTMENT ADVISORS, INC, formally registered with the SEC as CASCADE INVESTMENT ADVISORS, INC. The firm was established in 03/18/2004. They have over 1 offices throughout the country.

CASCADE INVESTMENT ADVISORS, INC. is a Oregon City, Oregon based Financial Planning firm with nearly $331,000,000 assets under management, offering retirement planning & investment advisory services to 489 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117294
SEC#	801-62891
Assets Managed by Firm	$331,000,000
No. of Clients	489
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	489	$331,000,000
Individuals (other than high net worth individuals)	106	$152,000,000
High net worth individuals	90	$179,000,000

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