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Cascade Investment Advisors, Inc.

● SEC registered since 2004CRD 117294SEC# 801-62891Oregon City, OR
Export (members)
Reg. AUM
$331M
Employees
7
Accounts
489
Location
Oregon City, OR

Cascade Investment Advisors, Inc. assets under management

Cascade Investment Advisors, Inc. operates as an SEC-registered investment adviser based in Oregon City, OR. The firm has been registered since 2004. It reports $331 million in regulatory assets under management and employs 7 people.
www.cascadeinvestors.comView on SEC.gov ↗

Cascade Investment Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michelle H Rand ControlChief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Cascade Investment Advisors, Inc. manage?

Cascade Investment Advisors, Inc. reports $331 million in regulatory assets under management on its Form ADV.

How many employees does Cascade Investment Advisors, Inc. have?

Cascade Investment Advisors, Inc. reports 7 employees.

Where is Cascade Investment Advisors, Inc. located?

Cascade Investment Advisors, Inc. is based in Oregon City, OR and has been SEC-registered since 2004.

Does Cascade Investment Advisors, Inc. disclose fund performance?

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

Contact & registration

Address503 High Street, Oregon City, OR 97045
Phone503-417-1950
Fax503-427-7827
Office hours8a.m. To 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1681490
Discloses disciplinary historyNo

Assets under management

Discretionary$309M
Non-discretionary$22M
Total (RAUM)$331M