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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cascade Financial Strategies LLC
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|---|---|
| CRD # | 166610 |
| SEC # | 801-132417 |
| CIK # | |
| AUM | $120.5 M (2025-03-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 541-678-5475 |
| Address | 243 Scalehouse Loop Bend, OR 97702 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 41.2 |
| (b) Individuals (high net worth individuals) | 32 | 77.6 |
| (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 | 1 | 1.7 |
| (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 | 469 | 120.5 |
| By Discretionary | ||
| Discretionary | 462 | 119.6 |
| Non-Discretionary | 7 | 0.9 |
| Total | 469 | 120.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.5 | |
| Total | 469 | 120.5 |
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|---|---|---|
|
Hutchinson Financial Advisors Inc
✚
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VA | 0.1 |
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TX | 0.1 |
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AZ | 0.1 |
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Wolverine Wealth Advisory Services Inc
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MI | 0.1 |
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Delta Wealth Advisors LLC
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0.1 | |
|
RHL Group LLC
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MI | 0.1 |
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Anderson Griggs & Company Inc
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SC | 0.1 |
|
Maytal Asset Management LLC
✚
|
NY | 0.1 |