CASCADE FINANCIAL PARTNERS, LLC
CRD #326620 SEC #801-128042 SAN DIEGO, CA 858-379-6701
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
8
Clients
--
Accounts
1,069
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.1B | $27.5M | 8 | 0 |
| Mar 2024 | $973.9M | $951.3M | $22.6M | 8 | 0 |
| Oct 2023 | $755.1M | $737.2M | $17.9M | 6 | 0 |
| Sep 2023 | $0 | $0 | $0 | 6 | 0 |
| Sep 2023 | $0 | $0 | $0 | 6 | 0 |
| Aug 2023 | $0 | $0 | $0 | 6 | 0 |
| Aug 2023 | $0 | $0 | $0 | 6 | 0 |
| Jun 2023 | $0 | $0 | $0 | 6 | 0 |
| May 2023 | $0 | $0 | $0 | 6 | 0 |
| Apr 2023 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$27.5M
Employees8
Clients0
DateMar 2024
Total AUM$973.9M
Discretionary$951.3M
Non-Disc.$22.6M
Employees8
Clients0
DateOct 2023
Total AUM$755.1M
Discretionary$737.2M
Non-Disc.$17.9M
Employees6
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0