Cascade Advisory Group Inc.

Cascade Advisory Group Inc. (CRD# 167015) is a financial advisory firm headquartered in Bend, OR. They manage $27,900,000 in 161 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Cascade Advisory Group Inc.
Showing 1 - 1 of 1 top financial advisors.
Edward K. Boero
CRD#: 706621
698 Nw York Dr., Bend, OR 97703

Edward Boero (CRD# 706621) is an Investment Advisor Representative working at Cascade Advisory Group Inc. in Bend, OR and has over 20 years of experience in the finance industry.

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