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| Cascade Financial Partners LLC
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|
|---|---|
| CRD # | 326620 |
| SEC # | 801-128042 |
| CIK # | 0002021208 |
| AUM | $1.4 B (2026-03-27) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 858-379-6701 |
| Address | 3579 Valley Centre Drive San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 217.7 | ||
| Apple Inc | 48.2 | ||
| PepsiCo Inc | 20.4 | ||
| Nvidia Corp | 16.3 | ||
| Amazon Com Inc | 14.5 | ||
| Perkinelmer Inc | 14.3 | ||
| Global MOFY Metaverse Ltd | 11.7 | ||
| Microsoft Corp | 8.6 | ||
| Tesla Motors Inc | 7.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 44.7 |
| (b) Individuals (high net worth individuals) | 201 | 1,336.6 |
| (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 | 0 | 0.0 |
| (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 | 1,093 | 1,381.2 |
| By Discretionary | ||
| Discretionary | 1,084 | 1,350.7 |
| Non-Discretionary | 9 | 30.5 |
| Total | 1,093 | 1,381.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,381.2 | |
| Total | 1,093 | 1,381.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002021208] |
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|---|---|---|
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Millennium Investment and Retirement Advisors LLC
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