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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JEANFREAU, MICHAEL, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BIANCARDI, ROBERT, PATRICK | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| BOWEN, GREG, SCOTT | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
| PERRY, DOUGLAS, KAY | I | MEMBER | C | Control |
Registrations
Federal
IA
Mar 29, 2021 REGISTERED
Notice Filings (15)
AZ CA CO FL ID LA MA NJ NM NV NY OR TX UT WA
Address
8050 SW PFAFFLE STREETSUITE 100
PORTLAND, OR 97223
United States
Phone: (503) 620-5236