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FIRM PROFILE
Overview
CASCADE PARTNERS BD, LLC is located at 1000 Town Center Suite 1100, Southfield, MI 48075 and was first established at Chicago, Michigan in 10/30/2007. After operating for 18 years, CASCADE PARTNERS BD, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CASCADE PARTNERS BD, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CASCADE PARTNERS BD, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CASCADE PARTNERS BD, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CASCADE PARTNERS BD, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CASCADE PARTNERS BD, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CASCADE PARTNERS BD, LLC Comes From
Understanding the Statistics for CASCADE PARTNERS BD, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1000 Town Center Suite 1100, Southfield, MI 48075
1000 Town Center Suite 1100, Southfield, MI 48075
Small
248-430-6266, X101
Michigan since 10/30/2007
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| CASCADE PARTNERS LLC | MEMBER | ||
| KOTHARI, RAJESHKUMAR UJAMLAL | CEO, EXECUTIVE REPRESENTATIVE, CFO, FINOP, CCO | 5514025 |
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Advisor's working at CASCADE PARTNERS BD, LLC
David Mark Thomas
Christina Marie Tschirgi
Theodore John Ziolkowski
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