Cascade Investment is an investment advisor in Colorado Springs with $268.53 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
841245938
SEC advisor number
801-53819
FINRA CRD number
35844
AUM ?
$341.93 mm
(as of 4 Apr 24)
Accounts
940
(as of 4 Apr 24)
Employees
7
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Feb 23