PPrivate Fund Data Log in Join · $37/mo

Cascade Investment Group, Inc.

● SEC registered since 1997CRD 35844SEC# 801-53819Colorado Springs, CO
Export (members)
Reg. AUM
$378M
Employees
6
Accounts
974
Location
Colorado Springs, CO

Cascade Investment Group, Inc. assets under management

Cascade Investment Group, Inc. is an SEC-registered investment adviser based in Colorado Springs, CO. The firm has been registered since 1997. It reports $378 million in regulatory assets under management and employs 6 people.

Cascade Investment Group, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Robert Gold Wrubel ControlPresident/Managing Director10-25%2021
Scott Alexander RethiChief Compliance OfficerUnder 5%2025
The Eastern Colorado Bank ControlOwnerOver 75%2020
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Cascade Investment Group, Inc. manage?

Cascade Investment Group, Inc. reports $378 million in regulatory assets under management on its Form ADV.

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

Cascade Investment Group, Inc. reports 6 employees.

Where is Cascade Investment Group, Inc. located?

Cascade Investment Group, Inc. is based in Colorado Springs, CO and has been SEC-registered since 1997.

Does Cascade Investment Group, Inc. disclose fund performance?

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

Contact & registration

Address444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903
Phone719-632-0818
Fax719-632-0887
Office hours7:30a.m. - 4:30p.m.
SEC regionDenver Regional Office (DRO)
CIK919447
Discloses disciplinary historyYes

Assets under management

Discretionary$341.2M
Non-discretionary$36.8M
Total (RAUM)$378M