CASCADE ASSET MANAGERS, LLC

CFG REGISTERED INVESTMENT ADVISORS
GRAND RAPIDS, Michigan·3 registered advisors·CRD# 124438
SEC# 801-62819616-575-2020
01

Firm Overview

AUM
$97M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CASCADE ASSET MANAGERS, LLC

3 registered advisors
Regina Ann Brookens
GRAND RAPIDS, Michigan
Sharon Kay Hooper
GRAND RAPIDS, Michigan
Valerie Jean Holcomb
GRAND RAPIDS, Michigan
05

Office Locations

GRAND RAPIDS, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. CASCADE ASSET MANAGERS, LLC (CRD# 124438) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.