Cascade Investment Group, Inc.

Cascade Investment Group, Inc. (CRD# 35844) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $215,173,163 in 867 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    867
    ACCOUNTS
  • Average Account Value
    $248,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, CO, FL, LA, TX

Financial Advisors at Cascade Investment Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Craig S. Ralston
CRD#: 1176957
90 S. Cascade Avenue, Suite 1250, Colorado Springs, CO 80903
93
Wealthminder
score

Craig Ralston (CRD# 1176957) is an Investment Advisor Representative working at Cascade Investment Group, Inc. in Colorado Springs, CO and has over 32 years of experience in the finance industry.

2
Janice M. Weiland
CRD#: 2918368
90 S. Cascade Avenue, Suite 1250, Colorado Springs, CO 80903
93
Wealthminder
score

Janice Weiland (CRD# 2918368) is an Investment Advisor Representative working at Cascade Investment Group, Inc. in Colorado Springs, CO and has over 19 years of experience in the finance industry.

3
Robert G. Wrubel
CRD#: 4487197
90 S. Cascade Avenue, Suite 1250, Colorado Springs, CO 80903
93
Wealthminder
score

Robert Wrubel (CRD# 4487197) is an Investment Advisor Representative working at Cascade Investment Group, Inc. in Colorado Springs, CO and has over 14 years of experience in the finance industry.

4
Kenneth M. Beach
CRD#: 708700
90 S. Cascade Avenue, Suite 1250, Colorado Springs, CO 80903
83
Wealthminder
score

Kenneth Beach (CRD# 708700) is an Investment Advisor Representative working at Cascade Investment Group, Inc. in Colorado Springs, CO and has over 36 years of experience in the finance industry.

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