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Geoffrey William Cutler

CASCADE INVESTMENT COUNSEL LLC·MEDFORD, Oregon
Unclaimed Profile
827 ALDER CREEK DRIVE, MEDFORD, OR 97504CRD# 59492Firm CRD# 108962
01

About

Geoffrey William Cutler is a registered financial advisor based in MEDFORD, Oregon, affiliated with CASCADE INVESTMENT COUNSEL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CASCADE INVESTMENT COUNSEL LLC
CASCADE INVESTMENT COUNSEL LLC
AUM
$92M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 59492
Firm CRD# 108962
No disclosures on file
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Frequently Asked Questions

What services does Geoffrey William Cutler offer?
Geoffrey William Cutler specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEDFORD, Oregon for a consultation.
What are Geoffrey William Cutler's credentials?
Geoffrey William Cutler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey William Cutler located?
Geoffrey William Cutler is based in MEDFORD, Oregon, working with CASCADE INVESTMENT COUNSEL LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
How does Geoffrey William Cutler charge for services?
Geoffrey William Cutler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASCADE INVESTMENT COUNSEL LLC?
CASCADE INVESTMENT COUNSEL LLC has approximately 1 employees and manages $92M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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