CASCADE FINANCIAL STRATEGIES, LLC
Legal name: CASCADE FINANCIAL STRATEGIES
CRD #166610 SEC #801-132417 BEND, OR 541-678-5475
SEC Registered
Total AUM
$120.5M
Discretionary
$119.6M
Employees
2
Clients
10
Accounts
469
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $120.5M | $119.6M | $857.2K | 2 | 9 |
DateMar 2025
Total AUM$120.5M
Discretionary$119.6M
Non-Disc.$857.2K
Employees2
Clients9