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Robert Gold Wrubel

CASCADE INVESTMENT GROUP, INC.·COLORADO SPRINGS, Colorado
Unclaimed Profile
444 E. PIKES PEAK AVENUE, COLORADO SPRINGS, CO 80903CRD# 4487197Firm CRD# 35844
01

About

Robert Gold Wrubel is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with CASCADE INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CASCADE INVESTMENT GROUP, INC.
CASCADE INVESTMENT GROUP, INC.
AUM
$342M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CASCADE INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4487197
Firm CRD# 35844
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Gold Wrubel offer?
Robert Gold Wrubel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Robert Gold Wrubel's credentials?
Robert Gold Wrubel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Gold Wrubel located?
Robert Gold Wrubel is based in COLORADO SPRINGS, Colorado, working with CASCADE INVESTMENT GROUP, INC.. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Robert Gold Wrubel charge for services?
Robert Gold Wrubel's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASCADE INVESTMENT GROUP, INC.?
CASCADE INVESTMENT GROUP, INC. has approximately 7 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLORADO SPRINGS
Rebecca Luzzi Colafrancesco — SEAMOUNT FINANCIAL GROUP INCJaye Dawn Mueller — SEAMOUNT FINANCIAL GROUP INCKenneth Michael Beach — CASCADE INVESTMENT GROUP, INC.Craig Stanley Ralston — CASCADE INVESTMENT GROUP, INC.Leon Joseph Colafrancesco — SEAMOUNT FINANCIAL GROUP INC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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