Claim Profile
MR

Michelle H Rand

CASCADE INVESTMENT ADVISORS, INC.·OREGON CITY, Oregon
Unclaimed Profile
503 HIGH STREET, OREGON CITY, OR 97045CRD# 2581018Firm CRD# 117294
01

About

Michelle H Rand is a registered financial advisor based in OREGON CITY, Oregon, affiliated with CASCADE INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
CASCADE INVESTMENT ADVISORS, INC.
CASCADE INVESTMENT ADVISORS, INC.
AUM
$306M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2581018
Firm CRD# 117294
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OREGON CITY?

Browse all registered financial advisors in OREGON CITY, Oregon or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michelle H Rand offer?
Michelle H Rand specializes in Investment Management. Contact their office in OREGON CITY, Oregon for a consultation.
What are Michelle H Rand's credentials?
Michelle H Rand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle H Rand located?
Michelle H Rand is based in OREGON CITY, Oregon, working with CASCADE INVESTMENT ADVISORS, INC.. Their office serves clients in the OREGON CITY metropolitan area and surrounding communities.
How does Michelle H Rand charge for services?
Michelle H Rand'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 INVESTMENT ADVISORS, INC.?
CASCADE INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty