firm profile
Cascade Investment Group, Inc.
Overview
Cascade Investment Group, Inc. is a Broker Dealer and registered investment adviser based in Colorado Springs, CO, registered since 1994. It reports $42M in assets under management across 978 accounts, with 6 employees. Its 6 registered representatives work across 1 branch offices in 1 state.
- Reported AUM
- $42M
- Discretionary
- 90%
- Accounts
- 978
- Average account
- $429K
- Employees
- 6
- Registered reps
- 6
- Branch offices
- 1
- Registered since
- 1994
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
- Products and services
Executive officers 2 of 2
- Robert Gold Wrubel President, Managing Director CRD 4487197
- Scott Alexander Rethi Chief Compliance Officer CRD 6524212
Registered reps 3 of 6
- Kenneth Michael Beach Registered Rep · Investment Adviser Rep CRD 708700
- Theresa Groshens Brock Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5481762
- Jennifer Lynn Mccarthy Registered Rep CRD 7046519
3 more registered reps, with emails, phones and branch locations
Location
- Headquarters
- 444 E Pikes Peak Ave Ste 200
Colorado Springs, CO 80903 - County
- El Paso
- Metro area
- Colorado Springs, CO
- Region
- West
- Branch offices
- 1 in 1 state
Registrations
- SEC registered, corporation formed in Colorado
- Registered in 32 jurisdictions
- Website: ciginc.net
Every state, with registration dates
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