LP Profile

Cascade Financial Partners

Wealth ManagerSan Diego, United States
$1.4B
Assets Under Management
San Diego
Headquarters
Investment Focus

About Cascade Financial Partners

Cascade Financial Partners, LLC is a Registered Investment Adviser headquartered in Washington, D.C., founded in 2016 and managing more than $1.1 billion in assets. It provides comprehensive financial planning and investment management to clients with a range of financial needs.

Preferred Investment Types

Real Estate - General

Preferred Sectors & Themes

Real EstateResidential Property Acquisition & Development
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FAQ

Frequently asked questions

What type of investor is Cascade Financial Partners?

Cascade Financial Partners is a wealth manager based in San Diego, United States, managing approximately $1.4B in assets.

Where is Cascade Financial Partners headquartered?

Cascade Financial Partners is headquartered in San Diego, United States.

How much does Cascade Financial Partners manage?

Cascade Financial Partners manages approximately $1.4B in assets under management.

What does Cascade Financial Partners invest in?

Cascade Financial Partners focuses on Real Estate - General, Real Estate, Residential Property Acquisition & Development.

How can I contact Cascade Financial Partners?

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