CASCADIA ADVISORY SERVICES, LLC

CASCADIA ADVISORY SERVICES, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 290231). Regulatory assets under management: $689.0M.

Registration

• CRD: 290231
• SEC file number: 801-112309
• Type: Registered investment adviser
• Location: 8050 SW PFAFFLE STREET, SUITE 100, PORTLAND, OR, 97223
• Phone: (503) 620-5236
• Latest filing: 2021-08-17
• Regulatory AUM: $689.0M
• Discretionary AUM: $689.0M
• Clients: 26
• Accounts: 3,105

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 290231 on SEC IAPD (source of record)
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