Cascade Investment Advisors, Inc.

Cascade Investment Advisors, Inc. (CRD# 117294) is a financial advisory firm headquartered in Oregon City, OR. They manage $306,000,000 in 472 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
503 High Street, Oregon City, OR 97045
http://www.cascadeinvestors.com
By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $648,305
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Cascade Investment Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michelle Rand, financial advisor Oregon City OR
Michelle H. Rand
CRD#: 2581018
503 High Street, Oregon City, OR 97045

Michelle Rand (CRD# 2581018) is an Investment Advisor Representative working at Cascade Investment Advisors, Inc. in Oregon City, OR and has over 28 years of experience in the finance industry.

2
Warren Hastings, financial advisor Oregon City OR
Warren N. Hastings
CRD#: 1648350
503 High Street, Oregon City, OR 97045

Warren Hastings (CRD# 1648350) is an Investment Advisor Representative working at Cascade Investment Advisors, Inc. in Oregon City, OR and has over 28 years of experience in the finance industry.

3
David Schue, financial advisor Oregon City OR
David J. Schue
CRD#: 7796757
503 High Street, Oregon City, OR 97045

David Schue (CRD# 7796757) is an Investment Advisor Representative working at Cascade Investment Advisors, Inc. in Oregon City, OR and has 1 year 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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