Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Portland, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$430,000.00
Gross Revenue
$4,000,000.00
# of Accounts
1,800
Avg Client Age
62
Overview

We currently operate as a Hybid, with our own RIA - Cascadia Advisory Services, LLC which primarily custodies at TD Ameritrade, We have 5 affiliated offices and 18 advisors.

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