CASCADE FINANCIAL MANAGEMENT, INC.
CRD #119030 SEC #801-64346 DENVER, CO 303-292-1121
SEC Registered Broker-Dealer
Total AUM
$337.2M
Discretionary
$337.2M
Employees
18
Clients
1
Accounts
1,138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $337.2M | $337.2M | $0 | 18 | 5 |
| Apr 2020 | $337.2M | $337.2M | $0 | 18 | 5 |
| Dec 2019 | $276.3M | $276.3M | $0 | 17 | 10 |
| Nov 2019 | $276.3M | $276.3M | $0 | 17 | 10 |
| Mar 2019 | $276.3M | $276.3M | $0 | 15 | 10 |
| Mar 2018 | $258.3M | $258.3M | $0 | 19 | 10 |
| Dec 2017 | $210M | $201M | $9M | 12 | 10 |
| Sep 2017 | $210M | $201M | $9M | 12 | 700 |
| Mar 2017 | $210M | $201M | $9M | 12 | 700 |
| Mar 2016 | $226M | $197M | $29M | 12 | 600 |
| Apr 2015 | $223M | $193M | $30M | 14 | 500 |
| Apr 2015 | $223M | $193M | $30M | 14 | 500 |
| Apr 2015 | $223M | $193M | $30M | 14 | 500 |
| Mar 2015 | $223M | $193M | $30M | 14 | 500 |
| Feb 2015 | $177.5M | $151M | $26.5M | 13 | 400 |
| Feb 2015 | $177.5M | $151M | $26.5M | 13 | 400 |
| Nov 2014 | $177.5M | $151M | $26.5M | 13 | 400 |
| May 2014 | $177.5M | $151M | $26.5M | 13 | 400 |
| Mar 2014 | $177.5M | $151M | $26.5M | 13 | 400 |
| Feb 2014 | $154M | $133M | $21M | 13 | 400 |
| Mar 2013 | $154M | $133M | $21M | 13 | 400 |
| Feb 2013 | $130.3M | $112.2M | $18.1M | 16 | 600 |
| Jul 2012 | $130.3M | $112.2M | $18.1M | 11 | 600 |
| Mar 2012 | $130.3M | $112.2M | $18.1M | 11 | 600 |
| Aug 2011 | $78.1M | $59.7M | $18.4M | -- | -- |
| Aug 2011 | $78.1M | $59.7M | $18.4M | -- | -- |
| Apr 2011 | $78.1M | $59.7M | $18.4M | -- | -- |
| Mar 2011 | $78.1M | $59.7M | $18.4M | -- | -- |
| Nov 2010 | $49.8M | $33.1M | $16.7M | 10 | -- |
| Jun 2010 | $49.8M | $33.1M | $16.7M | 10 | -- |
| May 2010 | $49.8M | $33.1M | $16.7M | 10 | -- |
| Mar 2008 | $83.3M | $63.1M | $20.2M | 10 | -- |
| Jan 2008 | $78.1M | $62.3M | $15.8M | -- | -- |
| Apr 2007 | $78.1M | $62.3M | $15.8M | -- | -- |
| Mar 2007 | $78.1M | $62.3M | $15.8M | -- | -- |
| Feb 2007 | $29.5M | $29.5M | $0 | -- | -- |
| Mar 2006 | $29.5M | $29.5M | $0 | -- | -- |
| Apr 2002 | $0 | $0 | $0 | -- | -- |
| Mar 2002 | $0 | $0 | $0 | -- | -- |
DateJul 2020
Total AUM$337.2M
Discretionary$337.2M
Non-Disc.$0
Employees18
Clients5
DateApr 2020
Total AUM$337.2M
Discretionary$337.2M
Non-Disc.$0
Employees18
Clients5
DateDec 2019
Total AUM$276.3M
Discretionary$276.3M
Non-Disc.$0
Employees17
Clients10
DateNov 2019
Total AUM$276.3M
Discretionary$276.3M
Non-Disc.$0
Employees17
Clients10
DateMar 2019
Total AUM$276.3M
Discretionary$276.3M
Non-Disc.$0
Employees15
Clients10
DateMar 2018
Total AUM$258.3M
Discretionary$258.3M
Non-Disc.$0
Employees19
Clients10
DateDec 2017
Total AUM$210M
Discretionary$201M
Non-Disc.$9M
Employees12
Clients10
DateSep 2017
Total AUM$210M
Discretionary$201M
Non-Disc.$9M
Employees12
Clients700
DateMar 2017
Total AUM$210M
Discretionary$201M
Non-Disc.$9M
Employees12
Clients700
DateMar 2016
Total AUM$226M
Discretionary$197M
Non-Disc.$29M
Employees12
Clients600
DateApr 2015
Total AUM$223M
Discretionary$193M
Non-Disc.$30M
Employees14
Clients500
DateApr 2015
Total AUM$223M
Discretionary$193M
Non-Disc.$30M
Employees14
Clients500
DateApr 2015
Total AUM$223M
Discretionary$193M
Non-Disc.$30M
Employees14
Clients500
DateMar 2015
Total AUM$223M
Discretionary$193M
Non-Disc.$30M
Employees14
Clients500
DateFeb 2015
Total AUM$177.5M
Discretionary$151M
Non-Disc.$26.5M
Employees13
Clients400
DateFeb 2015
Total AUM$177.5M
Discretionary$151M
Non-Disc.$26.5M
Employees13
Clients400
DateNov 2014
Total AUM$177.5M
Discretionary$151M
Non-Disc.$26.5M
Employees13
Clients400
DateMay 2014
Total AUM$177.5M
Discretionary$151M
Non-Disc.$26.5M
Employees13
Clients400
DateMar 2014
Total AUM$177.5M
Discretionary$151M
Non-Disc.$26.5M
Employees13
Clients400
DateFeb 2014
Total AUM$154M
Discretionary$133M
Non-Disc.$21M
Employees13
Clients400
DateMar 2013
Total AUM$154M
Discretionary$133M
Non-Disc.$21M
Employees13
Clients400
DateFeb 2013
Total AUM$130.3M
Discretionary$112.2M
Non-Disc.$18.1M
Employees16
Clients600
DateJul 2012
Total AUM$130.3M
Discretionary$112.2M
Non-Disc.$18.1M
Employees11
Clients600
DateMar 2012
Total AUM$130.3M
Discretionary$112.2M
Non-Disc.$18.1M
Employees11
Clients600
DateAug 2011
Total AUM$78.1M
Discretionary$59.7M
Non-Disc.$18.4M
Employees--
Clients--
DateAug 2011
Total AUM$78.1M
Discretionary$59.7M
Non-Disc.$18.4M
Employees--
Clients--
DateApr 2011
Total AUM$78.1M
Discretionary$59.7M
Non-Disc.$18.4M
Employees--
Clients--
DateMar 2011
Total AUM$78.1M
Discretionary$59.7M
Non-Disc.$18.4M
Employees--
Clients--
DateNov 2010
Total AUM$49.8M
Discretionary$33.1M
Non-Disc.$16.7M
Employees10
Clients--
DateJun 2010
Total AUM$49.8M
Discretionary$33.1M
Non-Disc.$16.7M
Employees10
Clients--
DateMay 2010
Total AUM$49.8M
Discretionary$33.1M
Non-Disc.$16.7M
Employees10
Clients--
DateMar 2008
Total AUM$83.3M
Discretionary$63.1M
Non-Disc.$20.2M
Employees10
Clients--
DateJan 2008
Total AUM$78.1M
Discretionary$62.3M
Non-Disc.$15.8M
Employees--
Clients--
DateApr 2007
Total AUM$78.1M
Discretionary$62.3M
Non-Disc.$15.8M
Employees--
Clients--
DateMar 2007
Total AUM$78.1M
Discretionary$62.3M
Non-Disc.$15.8M
Employees--
Clients--
DateFeb 2007
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--