Cascade Financial Management Inc
- Assets, Funds, Holdings
| Cascade Financial Management Inc
|
| CRD # | 119030 |
| SEC # | 801-64346 |
| CIK # | 0000018061, 0000919447, 0001648887, 0001052192 |
| AUM |
|
| Employees |
18 (72% Investors, 50% Brokers)
|
| Phone | 303-292-1121 |
| Address | 950 17th Street
Denver, CO 80202 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
AAPL
|
2,382,844.0 |
5.8 |
|
PBA
|
19,898.5 |
2.3 |
|
CVX
|
294,604.1 |
2.1 |
|
ABR
|
2,140.3 |
2.0 |
|
MSFT
|
1,918,222.4 |
2.0 |
|
GLP
|
822.0 |
1.9 |
|
SPG
|
32,618.2 |
1.7 |
|
AMZN
|
1,092,997.8 |
1.7 |
|
V
|
419,260.5 |
1.6 |
|
OHI
|
6,856.6 |
1.5 |
|
View All
|
| Holdings by Sector ($MM) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
419
|
102.0 |
| (b) Individuals (high net worth individuals) |
97
|
232.4 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
1 |
2.8 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,138 |
337.2 |
| By Discretionary |
| Discretionary |
1,138 |
337.2 |
| Non-Discretionary |
0 |
0.0 |
| Total |
1,138 |
337.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
337.2 |
| Total |
1,138 |
337.2 |
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