CASCADE FINANCIAL STRATEGIES

CASCADE FINANCIAL STRATEGIES, LLC

CRD 166610 · SEC 801-132417

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243 SCALEHOUSE LOOP, 1A, BEND, OR, 97702, United States

Phone

541-678-5475

Fax

541-678-5476

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.9M

Discretionary AUM

$150.3M

Team

5 total employees; 3 advisory reps; 12 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	267	$69.3M
High net worth individuals	40	$80.0M
Charitable organizations	2	$1.6M

States served

AZ, CA, OR

All web addresses on file

https://www.facebook.com/profile.php?id=100057643472147
https://www.youtube.com/channel/UCodRgNWrdGXXiHpfMwWPw_w
https://www.cascadefs.com
https://www.linkedin.com/company/cascade-financial-strategies/about/

Official SEC filing: View on IAPD