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Cascade Investment Advisors, Inc. CRD 117294
$360M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
503 High Street, Oregon City, OR 97045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cascade Investment Advisors, Inc. | Oregon City | OR | 06/2001 | Present |
BROOKLYN BUSINESS CENTER; NOT INVESTEMENT RELATED; PORTLAND, OR; OFFICE BUILDING; CO-OWNER; START DATE: 4/1992; 4 HOURS/MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; YARD MAINTENANCE, PHONE. MORRISON FUNDS; NOT INVESTMENT RELATED; LAKE OSWEGO, OR; REAL ESTATE; LIMITED PARTNER; START DATE: 6/2009; 0 HOURS/MONTH; 0 HOURS DURING SECURITIES TRADING HOURS.
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