DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| DENVER, | $337M | 2012 | ||||||
| SAN DIEGO, | $1.4B | 7 | 2023 | |||||
| COLORADO SPRINGS, | $420M | 4 | 2012 | |||||
| OREGON CITY, | $360M | 3 | 2012 | |||||
CASCADE FINANCIAL STRATEGIES Registered adviser · RIA / Wealth · matched CASCADE FINANCIAL STRATEGIES, LLC · 801-132417 | BEND, | $151M | 3 | 2025 | ||||
CFG REGISTERED INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CASCADE ASSET MANAGERS, LLC · 801-62819 | GRAND RAPIDS, | $97.4M | 2012 | |||||
| Portland, | 1,297 | |||||||
| Orem, | 231 | |||||||
| Madison, | 133 | |||||||
| 5 | 4 | 1 | ||||||
| $74.6M | 21 | 2022 | ||||||
| 3 | ||||||||
| 4 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.