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Cairn Investment Group, Inc.

● SEC registered since 2007CRD 143601SEC# 801-68016Vancouver, WA
Export (members)
Reg. AUM
$350.8M
Employees
6
Accounts
827
Location
Vancouver, WA

Cairn Investment Group, Inc. assets under management

Cairn Investment Group, Inc. is an investment advisory firm registered with the SEC based in Vancouver, WA. The firm has been registered since 2007. It reports $350.8 million in regulatory assets under management and employs 6 people.

Cairn Investment Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Cherie Arguelles KingDirector Of Operations And Compliance5-10%2022
Mark Patrick FarrellySenior Advisor And Director Of Financial Planning10-25%2021
Patrick James Mason ControlChief Investment Officer10-25%2021
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Frequently asked questions

How much does Cairn Investment Group, Inc. manage?

Cairn Investment Group, Inc. reports $350.8 million in regulatory assets under management on its Form ADV.

How many employees does Cairn Investment Group, Inc. have?

Cairn Investment Group, Inc. reports 6 employees.

Where is Cairn Investment Group, Inc. located?

Cairn Investment Group, Inc. is based in Vancouver, WA and has been SEC-registered since 2007.

Does Cairn Investment Group, Inc. disclose fund performance?

Cairn Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Broadway Street, Suite 480, Vancouver, WA 98660
Phone503-241-4901
Fax503-241-5699
Office hours6:30a.m. To 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$319.5M
Non-discretionary$31.3M
Total (RAUM)$350.8M