Cascade Financial Partners, LLC

Entity
Company
Business address
3579 Valley Centre Drive, Suite 125, 92130 San Diego, CA
Phone
858-379-6702
State of incorporation
DE
Fiscal year end
December 31
Signature 13F
Brian Krause - Managing Director & Partner
All SEC filings
View on sec.gov
Cascade Financial Partners, LLC has filed 8 SEC EDGAR filings since 5/14/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 8, 2025 Jun 30, 2025 028-24143
13F-HR Open Document Open Filing Aug 7, 2025 Jun 30, 2025 028-24143
13F-HR Open Document Open Filing May 13, 2025 Mar 31, 2025 028-24143
13F-HR Open Document Open Filing Feb 7, 2025 Dec 31, 2024 028-24143
13F-HR Open Document Open Filing Oct 25, 2024 Sep 30, 2024 028-24143
N-PX Open Document Open Filing Aug 27, 2024 Jun 30, 2024 028-24143
13F-HR Open Document Open Filing Jul 31, 2024 Jun 30, 2024 028-24143
13F-HR Open Document Open Filing May 14, 2024 Mar 31, 2024 028-24143