Cascade Investment Advisors is an investment advisor in Oregon City with $316.93 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
911815841
SEC advisor number
801-62891
FINRA CRD number
117294
AUM ?
$306.00 mm
(as of 6 Mar 24)
Accounts
472
(as of 6 Mar 24)
Employees
6
(4 investment advisory or research)
Address
Cascade Investment Advisors
503 HIGH STREET
OREGON CITY
OR 97045
503 HIGH STREET
OREGON CITY
OR 97045
Phone
503-417-1950
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21