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| Happy Holidays!! thanks for using AUM13F!! |
| Cascade Investment Group Inc
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| CRD # | 35844 |
| SEC # | 801-53819 |
| CIK # | 0000018061, 0001052192, 0001648887, 0000919447 |
| AUM | $378.0 M (2025-05-28) |
| Employees | 6 (67% Investors, 100% Brokers) |
| Phone | 719-632-0818 |
| Address | 444 E Pikes Peak Avenue Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.1 | ||
| Microsoft Corp | 3.1 | ||
| Amazon Com Inc | 3.0 | ||
| Global Partners LP | 2.5 | ||
| VISA Inc | 2.3 | ||
| Pembina Pipeline Corp | 2.3 | ||
| Simon Property Group Inc /DE/ | 2.2 | ||
| Iron Mountain Inc | 2.1 | ||
| Chevron Corp | 2.1 | ||
| Broadcom Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 515 | 192.3 |
| (b) Individuals (high net worth individuals) | 52 | 126.4 |
| (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 | 23 | 34.2 |
| (h) Charitable organizations | 9 | 21.9 |
| (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 | 10 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 974 | 378.0 |
| By Discretionary | ||
| Discretionary | 949 | 341.2 |
| Non-Discretionary | 25 | 36.8 |
| Total | 974 | 378.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.0 | |
| Total | 974 | 378.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000018061] | |
| 10-Q | [0000018061] | |
| 4 | [0000018061] | |
| 8-K | [0000018061] | |
| SC 13D | [0000018061] | |
| SC 13G | [0000018061] | |
| 13F-HR | [0000919447] | |
| 3 | [0001052192] | |
| 4 | [0001052192] | |
| SC 13D | [0001052192] | |
| SC 13G | [0001052192] | |
| D | [0001648887] |
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