Cascade Financial Strategies, OR — Investment Adviser | BuildTrust

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CASCADE FINANCIAL STRATEGIES

Investment AdviceBEND, OR

Assets Under Management

$120.5M

Total AUM

Donut chart: Discretionary 119.6M, Non-Discretionary 857K
Category	Value
Discretionary	119.6M
Non-Discretionary	857K

Adviser Information

Field	Value
CRD Number	166610
SEC Number	801-132417
Street Address	243 SCALEHOUSE LOOP
Street Address 2	1A
Location	BEND, OR 97702
Country	United States
Phone	541-678-5475
Fax	541-678-5476
Total Employees	2

Client Count by Type (329 Total)

Horizontal bar chart: Individuals (other than H… 296, High Net Worth Individual… 32, Charitable Organizations 1
Category	Value
Individuals (other than H…	296
High Net Worth Individual…	32
Charitable Organizations	1