Cascade Asset Managers, LLC is a large advisory firm based in Grand Rapids. It manages $97.39 million of regulatory assets for 1,124 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Michigan.
Cascade Asset Managers provides financial planning services, portfolio management for individuals and small businesses, and consultation and investment advice not involving portfolio management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cascade Asset Managers, LLC is $97.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cascade Asset Managers, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cascade Asset Managers, LLC performs its advisory services is located at 607 Cascade West Parkway, Grand Rapids, MI 49546 2158, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 616-575-2020 or by fax 616-957-4142. The normal business hours are 9-5 mon-thurs; 9-12 fri on Monday - Friday. You can find more information about the New York firm at www.cascadefinancial.com.