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Cascade Investment Group, Inc. CRD 35844
$420M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
444 E. Pikes Peak Avenue Suite 200, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-10 |
| CO | RA | APPROVED | 2019-11-13 |
Branch Locations
444 E. Pikes Peak Avenue Suite 200, Colorado Springs, CO 80903 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Colorado Springs | CO | 07/2013 | 05/2019 |
| Cascade Investment Group, Inc. | Colorado Springs | CO | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-30 |
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