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| Happy Holidays!! thanks for using AUM13F!! |
| Cascade Investment Advisors Inc
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|---|---|
| CRD # | 117294 |
| SEC # | 801-62891 |
| CIK # | 0001681490 |
| AUM | $331.0 M (2025-04-01) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 503-417-1950 |
| Address | 503 High Street Oregon City, OR 97045 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Jabil Circuit Inc | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| US Bancorp de | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Novartis AG | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 152.0 |
| (b) Individuals (high net worth individuals) | 90 | 179.0 |
| (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 | 489 | 331.0 |
| By Discretionary | ||
| Discretionary | 468 | 309.0 |
| Non-Discretionary | 21 | 22.0 |
| Total | 489 | 331.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.0 | |
| Total | 489 | 331.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001681490] |
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