DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > texas > the woodlands
CASCADE WEALTH ADVISORS, INC
Tel: 509-886-8866
135 S Worthen St Suite 300
Wenatchee, Washington 98801
CASCADE WEALTH ADVISORS, INC
CASCADE WEALTH ADVISORS, INC is a Wenatchee, Washington based financial advisory firm with nearly $162,466,710 in assets under management and provides investment advisory services for 269 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
158470
SEC#:
801-122620
No. of Clients:
269
Assets under Management
$162,466,710
No. of Advisors:
2
More Financial Advisory Firms in Wenatchee, Texas
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 106482 | 1166 |
| FISHER INVESTMENTS | 107342 | 4065 |
| VICTORY CAPITAL MANAGEMENT INC. | 106189 | 481 |
| TPG GLOBAL ADVISORS, LLC | 159732 | 1036 |
| NB ALTERNATIVES ADVISERS LLC | 149822 | 319 |
| TPG CAPITAL ADVISORS, LLC | 159738 | 361 |
More Firms in Wenatchee, Texas >>