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 organized as a limited liability company and is classified in the dataset as an investment bank. The firm first registered with the SEC in 2009. Ownership is listed as a mix of a domestic entity and an individual. The available records mark the firm as not operating as a capital allocator and not active on ESG investment priorities. It is also not flagged as a multistate adviser, newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 6
  • Theodore Ziolkowski

    Theodore Ziolkowski

    AssociateCRD 7560359

  • Christina Tschirgi

    Christina Tschirgi

    Senior AssociateCRD 7390606

  • Rajeshkumar Kothari

    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