CASCADE INVESTMENT GROUP, INC.
Firm details
- Headquarters
- COLORADO SPRINGS, Colorado
- CRD number
- 35844
- Registered since
- February 10, 1997
- Website
- ciginc.net
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI49.53%
- Individuals33.83%
- Pension & Profit Sharing Plans9.62%
- Charitable Organizations6.06%
- Corporations / Businesses0.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cascade Investment Group, Inc. is a corporation that combines broker-dealer activities with advisory services. Registered since 1997, the firm acts as a capital allocator for both individual/family and institutional clients. Its business model includes brokerage and insurance brokerage services alongside registered representative activity. On the advisory side the firm offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, selection of other advisers, and educational seminars and workshops. Fees are charged as a percentage of assets under management and on an hourly basis. The firm does not identify as an active ESG investor and is not presented 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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities26%
- US Government Bonds5%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
1 of 1SCOTT RETHI
Marketing CoordinatorCRD 6524212
Contacts
3 of 6THERESA BROCK
Vice President, InvestmentsCRD 5481762
Jennifer McCarthy
Client Services AssociateCRD 7046519
Carson Young
Client Services AssociateCRD 7826667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$90.7M in ETFs
83%
$74.9M
14%
$15.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $22.9M | 71,290 | 25.22% |
Location
COLORADO SPRINGS, CO
EL PASO
Location
COLORADO SPRINGS, CO
Headquartered in COLORADO SPRINGS, CO, in the West of the United States.
- Region
- West
- County
- EL PASO
- Address
- 444 E Pike Peak Ave
- Time zone
- MT (UTC-7)
- Office locations
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