# CASCADE FINANCIAL MANAGEMENT, INC.

CASCADE FINANCIAL MANAGEMENT, INC. of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 119030
- Type: SEC-registered investment adviser
- SEC file number: 801-64346
- Location: 950 17TH STREET, SUITE 950, DENVER, CO, 80202
- Phone: 303-292-1121
- Latest filing: 2020-07-01
- Regulatory AUM: $337.2M
- Discretionary AUM: $337.2M
- Clients: 18
- Accounts: 1,138

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Henry Allen | CHIEF EXECUTIVE OFFICER/FINOP/CHIEF COMPLIANCE OFFICER | New York, NY |
| TURNER DAVID JOHN | CEO/ROSFP/DIRECTOR; PRESIDENT/CCO/CROP/SROP/DIRECTOR; PRESIDENT/CHIEF COMPLIANCE OFFICER/CROP/SROP/DIRECTOR (+4 more) | — |
| BAGLEY MYRON TIPTON | CEO / DIRECTOR; DIRECTOR | — |
| LUNDQUIST JUDITH ANN | SECRETARY / DIRECTOR | — |
| GARRARD JAMES WAYNE | CFO/FINOP | — |
| ERICKSON PATRICIA ANN | REGISTERED REPRESENTATIVE | — |
| VANSANT JOHN JOSEPH | CHIEF COMPLIANCE OFFICER/FINOP/PRESIDENT; CHIEF FINANCIAL OPERATIONS OFFICER; FINOP/PRESIDENT | — |
| DOUGLAS KELLI ALLYSON | CHIEF COMPLIANCE OFFICER | — |
| RAINS KIMBERLEY K | CCO | — |
| PERKINS NELSON DANIEL | TREASURER/ CFO FINOP | — |
| KENKEL TIMOTHY JAMES | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119030/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119030/similar
- Related entities: https://search.stillhousedata.com/firm/119030/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119030

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.