Investment adviser · CRD 124438
CFG REGISTERED INVESTMENT ADVISORS
Investment adviser filing (IA)
CASCADE ASSET MANAGERS, LLC
GRAND RAPIDS, MI, United States · Form ADV filed Jan 13, 2015
- Regulatory AUM
- $97.4M Form ADV · Item 5.F
- Client accounts
- 1,124 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 13, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
607 CASCADE WEST PARKWAYGRAND RAPIDS, MI, 49546-2158, United States
CRD 124438
Filing source
Form ADV 866486 · Jan 13, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.