CASCADE FINANCIAL PARTNERS, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 326620
- Registered since
- May 26, 2023
- Website
- cascadefinancialpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.77%
- Individuals3.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cascade Financial Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves individuals and families and bills clients on a percentage-of-assets-under-management basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Cascade identifies itself as a capital allocator, directing client capital into third-party managers rather than running extensive in-house fund platforms. The firm is not positioned as an ESG-focused investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Cash & Cash Equivalents13%
- State & Local Bonds5%
- Public Funds/Mutual Funds4%
- Investment Grade Corp Bonds2%
Contacts
3 of 9Lauren Gabele
Wealth AdvisorCRD 7697902
Simon Perna
Portfolio Operations ManagerCRD 8267164
CAROLINE MASON
ParaplannerCRD 7678307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 169Active vs passive
$586M in ETFs
91%
$531M
6%
$54.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $39.3M | 613,020 | 6.70% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 3579 Valley Centre Dr
- Time zone
- PT (UTC-8)
- Office locations
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