CASCADE FINANCIAL STRATEGIES, LLC
Doing business as CASCADE FINANCIAL STRATEGIES. SEC Form ADV profile.
Total regulatory AUM
$150,876,230
Discretionary
$150,271,230
Non-discretionary
$605,000
Firm details
- CRD number
- 166610
- SEC file number
- 801-132417
- Main office
- BEND, OR, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.cascadefs.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.