CASCADE FINANCIAL PARTNERS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 326620). Regulatory assets under management: $1.4B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey Scott McCulloch | MANAGING MEMBER | San Diego, CA |
| Brian Peter Krause | MANAGING MEMBER / CCO | — |
| Darien Lee Horton | PRINCIPAL | — |
| Natalie Elizabeth Dewindt | PRINCIPAL | — |
| Carleen Acosta | PRINCIPAL | — |
| Monica Y Suzara | PRINCIPAL | — |
| HORTON JR WILLIAM LEE | PRINCIPAL | — |
| MCCULLOCH JEFFREY SCOTT | MANAGING MEMBER; MANAGING PRINCIPAL | — |
| KRAUSE BRIAN PETER | MANAGING MEMBER / CCO; MANAGING PRINCIPAL / CCO | — |
| Dewindt NATALIE ELIZABETH | PRINCIPAL | — |
| KRAUSE SHAUNA MARIE | MANAGING PRINCIPAL / CCO | — |
| ACOSTA CARLEEN | PRINCIPAL | — |
| SUZARA MONICA Y | PRINCIPAL | — |
| Monica Y. Suzara | PRINCIPAL | — |