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Michelle H Rand

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle H Rand · OREGON CITY, OR
Registration
CRD #2581018 · CASCADE INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2581018
Firm CRD# 117294
View on FINRA BrokerCheck →

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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.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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