Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > oregon city > CASCADE INVESTMENT ADVISORS, INC.
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 |
More Retirement Planning firms in Oregon City, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
Explore More Retirement Advisors in Oregon City, Oregon