Cascadia Financial Planner LLC
Cascadia Financial Planner LLC (CRD# 154130) is a financial advisory firm headquartered in Beaverton, OR. They manage $1,200,000 in 12 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cascadia Financial Planner LLC
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$100,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Cascadia Financial Planner LLC
1
Herbert Kim (CRD# 4480433) is an Investment Advisor Representative working at Cascadia Financial Planner LLC in Beaverton, OR and has over 22 years of experience in the finance industry.
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