Cascade Financial Partners, LLC

Cascade Financial Partners, LLC (CRD# 326620) is a financial advisory firm headquartered in San Diego, CA. They manage $973,874,019 in 1,000 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
11975 El Camino Real, Suite 100, San Diego, CA 92130
https://www.cascadefinancialpartners.com/
By the Numbers
  • Total Assets Under Management
    974
    MILLION
  • Total Number of Accounts
    1,000
    ACCOUNTS
  • Average Account Value
    $973,874
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, MA, MI, NV, NY, TX, UT

Financial Advisors at Cascade Financial Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Natalie Dewindt, financial advisor San Diego CA
Natalie E. Dewindt
CRD#: 6465719
11975 El Camino Real, Suite 100, San Diego, CA 92130

Natalie Dewindt (CRD# 6465719) is an Investment Advisor Representative working at Cascade Financial Partners, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

2
Darien Horton, financial advisor San Diego CA
Darien L. Horton
CRD#: 6689178
11975 El Camino Real, Suite 100, San Diego, CA 92130

Darien Horton (CRD# 6689178) is an Investment Advisor Representative working at Cascade Financial Partners, LLC in San Diego, CA and has over 7 years of experience in the finance industry.

3
Brian Krause, financial advisor San Diego CA
Brian P. Krause
CRD#: 4469710
11975 El Camino Real, Suite 100, San Diego, CA 92130

Brian Krause (CRD# 4469710) is an Investment Advisor Representative working at Cascade Financial Partners, LLC in San Diego, CA and has over 22 years of experience in the finance industry.

4
Jeffrey McCulloch, financial advisor San Diego CA
Jeffrey S. McCulloch
CRD#: 4232179
11975 El Camino Real, Suite 100, San Diego, CA 92130

Jeffrey McCulloch (CRD# 4232179) is an Investment Advisor Representative working at Cascade Financial Partners, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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