CASCADE FINANCIAL MANAGEMENT, INC.

DENVER, Colorado·2 registered advisors·CRD# 119030
SEC# 801-643464303-292-1121
01

Firm Overview

AUM
$337M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningWealth Management
04

Advisors at CASCADE FINANCIAL MANAGEMENT, INC.

2 registered advisors
Myron Tipton Bagley
DENVER, Colorado
Patricia Ann Erickson
DENVER, Colorado
05

Office Locations

DENVER, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. CASCADE FINANCIAL MANAGEMENT, INC. (CRD# 119030) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.