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 funds

The 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 PARKWAY
GRAND 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.