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Valerie Jean Holcomb

CASCADE ASSET MANAGERS, LLC·GRAND RAPIDS, Michigan
Unclaimed Profile
607 CASCADE WEST PARKWAY, GRAND RAPIDS, MI 49546-2158CRD# 1417898Firm CRD# 124438
01

About

Valerie Jean Holcomb is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with CASCADE ASSET MANAGERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CASCADE ASSET MANAGERS, LLC
CFG REGISTERED INVESTMENT ADVISORS
AUM
$97M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CASCADE ASSET MANAGERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1417898
Firm CRD# 124438
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Valerie Jean Holcomb offer?
Valerie Jean Holcomb specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Valerie Jean Holcomb's credentials?
Valerie Jean Holcomb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Jean Holcomb located?
Valerie Jean Holcomb is based in GRAND RAPIDS, Michigan, working with CASCADE ASSET MANAGERS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Valerie Jean Holcomb charge for services?
Valerie Jean Holcomb's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASCADE ASSET MANAGERS, LLC?
CASCADE ASSET MANAGERS, LLC has approximately 1 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
BLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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