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CASCADE INVESTMENT ADVISORS, INC.
CRD 117294 · SEC 801-62891
503 HIGH STREET, OREGON CITY, OR, 97045, United States
Phone
503-417-1950
Fax
503-427-7827
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$360.4M
Discretionary AUM
$336.7M
Team
7 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $84.9M |
| High net worth individuals | 62 | $275.6M |
States served
OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD