CASCADE PARTNERS BD, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
SOUTHFIELD, Michigan
CRD number
148739
Registered since
June 3, 2009

Firm profile

FINTRX

Overview

Cascade Partners Bd, LLC is an SEC-registered firm organized as a limited liability company and classified as an investment bank. The firm registered with the SEC in 2009. Ownership is listed as a combination of a domestic entity and an individual, which suggests a privately held structure rather than a publicly traded parent. Public filings and the provided snapshot offer only limited operational detail. Cascade Partners Bd, LLC is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. There is no disclosed information about fee schedules, specific advisory activities, client segments, or product lines, so the precise mix of services beyond its investment bank classification is not visible from available data. The firm is reported to maintain two office locations.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • THEODORE ZIOLKOWSKI

    AssociateCRD 7560359

  • CHRISTINA TSCHIRGI

    Senior AssociateCRD 7390606

  • RAJESHKUMAR KOTHARI

    Managing DirectorCRD 5514025

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SOUTHFIELD, MI

OAKLAND

Location

SOUTHFIELD, MI

Headquartered in SOUTHFIELD, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
1000 Town Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth