|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cascade Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 326620 |
| SEC # | 801-128042 |
| CIK # | 0002021208 |
| AUM | $1.2 B (2025-03-31) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 858-379-6701 |
| Address | 3579 Valley Centre Drive San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 184.0 | ||
| Apple Inc | 41.7 | ||
| PepsiCo Inc | 19.7 | ||
| Perkinelmer Inc | 18.1 | ||
| Amazon Com Inc | 15.7 | ||
| Nvidia Corp | 14.2 | ||
| Microsoft Corp | 11.4 | ||
| Global MOFY Metaverse Ltd | 9.5 | ||
| Tesla Motors Inc | 6.9 | ||
| CrowdStrike Holdings Inc | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 25.1 |
| (b) Individuals (high net worth individuals) | 191 | 1,135.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,069 | 1,160.6 |
| By Discretionary | ||
| Discretionary | 1,055 | 1,133.1 |
| Non-Discretionary | 14 | 27.5 |
| Total | 1,069 | 1,160.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 1,155.8 | |
| Total | 1,069 | 1,160.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002021208] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marino Stram and Associates LLC
✚
|
MA | 1.2 |
|
Caliber Wealth Management LLC
✚
|
KS | 1.2 |
|
James Investment Research Inc
✚
|
OH | 1.2 |
|
JFG Wealth Management LLC
✚
|
CO | 1.2 |
|
Signal Advisors Wealth LLC
✚
|
MI | 1.2 |
|
Falcon Wealth Planning Inc
✚
|
CA | 1.2 |
|
Middleton & Company Inc
✚
|
MA | 1.2 |
|
Flagstar Advisors Inc
✚
|
NY | 1.2 |
|
Prudent Investor Advisors LLC
✚
|
CA | 1.2 |
|
AWM Capital LLC
✚
|
AZ | 1.2 |