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).
Total Assets Under Management28MILLION
Total Number of Accounts161ACCOUNTS
Average Account Value$173,292
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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.