CASCADE FINANCIAL PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,381,234,310
Discretionary
$1,350,718,777
Non-discretionary
$30,515,533
Firm details
- CRD number
- 326620
- SEC file number
- 801-128042
- Main office
- SAN DIEGO, CA, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.