CASCADIA ADVISORY SERVICES, LLC
CRD #290231 SEC #801-112309 PORTLAND, OR (503) 620-5236
SEC Registered
Total AUM
$689M
Discretionary
$689M
Employees
26
Clients
251
Accounts
3,105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2021 | $689M | $689M | $0 | 26 | 0 |
| Jul 2021 | $689M | $689M | $0 | 26 | 0 |
| Apr 2021 | $689M | $689M | $0 | 26 | 0 |
| Mar 2021 | $689M | $689M | $0 | 26 | 0 |
| Jul 2020 | $510.9M | $510.9M | $0 | 26 | 0 |
| Jun 2020 | $510.9M | $510.9M | $0 | 26 | 0 |
| Apr 2020 | $510.9M | $510.9M | $0 | 26 | 0 |
| Oct 2019 | $407.2M | $407.2M | $0 | 18 | 0 |
| Jun 2019 | $407.2M | $407.2M | $0 | 15 | 0 |
| Mar 2019 | $407.2M | $407.2M | $0 | 15 | 0 |
| Jan 2019 | $121.2M | $121.2M | $0 | 15 | 0 |
| Jan 2019 | $121.2M | $121.2M | $0 | 14 | 0 |
| Nov 2018 | $121.2M | $121.2M | $0 | 14 | 0 |
| Sep 2018 | $121.2M | $121.2M | $0 | 14 | 0 |
| Sep 2018 | $121.2M | $121.2M | $0 | 13 | 0 |
| Sep 2018 | $121.2M | $121.2M | $0 | 13 | 0 |
| Aug 2018 | $121.2M | $121.2M | $0 | 13 | 0 |
| Jun 2018 | $121.2M | $121.2M | $0 | 8 | 0 |
| Jun 2018 | $121.2M | $121.2M | $0 | 8 | 0 |
| Jun 2018 | $121.2M | $121.2M | $0 | 7 | 0 |
| May 2018 | $121.2M | $121.2M | $0 | 7 | 0 |
| Apr 2018 | $0 | $0 | $0 | 7 | 0 |
| Apr 2018 | $0 | $0 | $0 | 6 | 0 |
| Dec 2017 | $0 | $0 | $0 | 5 | 0 |
DateAug 2021
Total AUM$689M
Discretionary$689M
Non-Disc.$0
Employees26
Clients0
DateJul 2021
Total AUM$689M
Discretionary$689M
Non-Disc.$0
Employees26
Clients0
DateApr 2021
Total AUM$689M
Discretionary$689M
Non-Disc.$0
Employees26
Clients0
DateMar 2021
Total AUM$689M
Discretionary$689M
Non-Disc.$0
Employees26
Clients0
DateJul 2020
Total AUM$510.9M
Discretionary$510.9M
Non-Disc.$0
Employees26
Clients0
DateJun 2020
Total AUM$510.9M
Discretionary$510.9M
Non-Disc.$0
Employees26
Clients0
DateApr 2020
Total AUM$510.9M
Discretionary$510.9M
Non-Disc.$0
Employees26
Clients0
DateOct 2019
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$0
Employees18
Clients0
DateJun 2019
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$0
Employees15
Clients0
DateJan 2019
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees15
Clients0
DateJan 2019
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees14
Clients0
DateNov 2018
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees14
Clients0
DateSep 2018
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees14
Clients0
DateSep 2018
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees13
Clients0
DateSep 2018
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees13
Clients0
DateAug 2018
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees13
Clients0
DateJun 2018
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2018
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0