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).
Current Firm Details
Cascade Advisory Group Inc.
By the Numbers
-
Total Assets Under Management28MILLION
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Total Number of Accounts161ACCOUNTS
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Average Account Value$173,292
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Cascade Advisory Group Inc.
No Advisor Found.
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