Cascadia Advisory Services, LLC
Advice and Service Together!
Some of our advisors offer advisory services (financial planning, investment management, etc.) through Cascadia Advisory Services, LLC (CAS) a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please see your advisor's bio in the My Advisor section to see if your advisor is affiliated with CAS.
CAS was established in early 2018 and now has over $400 million in assets under management. Please see our ADV Part 2A which provides information about CAS in a standard format laid out by the SEC.
Protecting your personal and financial information is very important to us. The Notice of Privacy Practices explains some of the ways we safeguard your information and the limited conditions under which we may share it (for example, with the custodian of your account).