Cascade Investment Advisors Inc

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Assets, Funds, Holdings

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CAFR Data
Cascade Investment Advisors Inc
CRD #117294
SEC #801-62891
CIK #1681490
AUM $203.5 MM (98% Disc, 100% US)
Employees5 (60% Investors, 0% Brokers)
Phone503-417-1950
Address503 High Street
Oregon City, OR 97045
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2552041531025102003200820142020
Sector Holding Cap ($MM) Value ($MM)
INTC239,910.03,161.5
WFC226,380.02,646.1
USB82,350.02,552.8
MSFT865,660.02,368.8
CSCO228,550.01,922.5
AAPL843,560.01,915.4
NVS208,170.01,888.2
SBUX86,650.01,595.7
WELL30,010.01,579.1
OMC16,890.01,529.2
View All
Holdings by Sector ($)
1209672482402017201820192020
Comparable Firms State AUM ($BB)
Valued Investment Partners LLC
CO 0.2
Old Peak Finance LLC
NC 0.2
Dagco Inc
OH 0.2
Annapolis Financial Services LLC
MD 0.2
Windsor Creek Advisors LLC
VT 0.2
Sachetta & Callahan LLC
MA 0.2
Chaney Capital Management Inc
WA 0.2
Oak Trail Advisors LLC
OH 0.2
Bell & Brown Wealth Advisors LLC
CA 0.2
Melia Wealth Advisory Group LLC
OK 0.2
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