CACHETECH

701 S Main St
Ste 400
Logan, Utah 84321
Tel: 435-752-1702

About CACHETECH

CACHETECH, formally registered with the SEC as CACHETECH. The firm was established in 09/08/2023. They have over 1 offices throughout the country.

CACHETECH is a Logan, Utah based Financial Planning firm with nearly $131,777,974 assets under management, offering retirement planning & investment advisory services to 478 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327688
SEC#	801-128689
Assets Managed by Firm	$131,777,974
No. of Clients	478
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	478	$131,777,974
Other investment advisers	1	$131,777,974

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TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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