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CASCADE INVESTMENT GROUP, INC.
CRD 35844 · SEC 801-53819
444 E. PIKES PEAK AVENUE, SUITE 200, COLORADO SPRINGS, CO, 80903, United States
Phone
719-632-0818
Fax
719-632-0887
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$419.9M
Discretionary AUM
$379.5M
Team
6 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 502 | $142.1M |
| High net worth individuals | 78 | $208.0M |
| Pension/profit sharing plans | 25 | $40.4M |
| Charitable organizations | 9 | $25.5M |
| Corporations/business entities | 9 | $4.0M |
States served
AL, AZ, CA, CO, IL, NE, NM, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD