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Cascade Investment Group Inc
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CRD # | 35844 |
SEC # | 801-53819 |
CIK # | 0000018061, 0000919447, 0001052192, 0001648887 |
AUM | $341.9 MM (2024-07-02) |
Employees | 7 (71% Investors, 100% Brokers) |
Phone | 719-632-0818 |
Address | 444 E Pikes Peak Avenue Colorado Springs, CO 80903 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 6.4 | |
MSFT | 1,918,222.4 | 3.8 | |
ABR | 2,140.3 | 3.1 | |
AMZN | 1,092,997.8 | 2.6 | |
GLP | 822.0 | 2.4 | |
PBA | 19,898.5 | 2.4 | |
CVX | 294,604.1 | 2.2 | |
SPG | 32,618.2 | 2.1 | |
IRM | 14,284.0 | 2.0 | |
V | 419,260.5 | 1.9 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 448 | 73.2 |
(b) Individuals (high net worth individuals) | 154 | 220.0 |
(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 | 19 | 29.2 |
(h) Charitable organizations | 9 | 17.0 |
(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 | 10 | 2.5 |
(n) Other | 0 | 0.0 |
Total | 940 | 341.9 |
By Discretionary | ||
Discretionary | 919 | 310.0 |
Non-Discretionary | 21 | 31.9 |
Total | 940 | 341.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 341.9 | |
Total | 940 | 341.9 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
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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