Cascadia Investment Consultants

Cascadia Investment Consultants (CRD# 154851) is a financial advisory firm headquartered in Eugene, OR. They manage $11,624,103 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1600 Valley River Drive, Suite 370, Eugene, OR 97401
http://www.cascadiaconsultants.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $683,771
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Cascadia Investment Consultants
Showing 1 - 1 of 1 top financial advisors.
1
Wayne Lottinville, financial advisor Eugene OR
Wayne M. Lottinville
CRD#: 2733882
1600 Valley River Drive, Suite 370, Eugene, OR 97401

Wayne Lottinville (CRD# 2733882) is an Investment Advisor Representative working at Cascadia Investment Consultants in Eugene, OR and has over 27 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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