Cascade Partners Bd, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Southfield, Michigan
CRD number
148739
Registered since
June 3, 2009

Firm profile

FINTRX

Overview

Cascade Partners Bd, LLC is registered with the SEC and organized as a limited liability company. FINTRX records show the firm was first registered in 2009 and is classified as an investment bank rather than as a traditional wealth manager or advisory firm. Ownership is listed as a mix of a domestic entity and an individual, suggesting a hybrid structure rather than a pure employee- or founder-owned RIA. The data indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser in the FINTRX entry. Several typical advisory fields (client base, fee structure, business activities and advisory activities) are not populated in the source record, which points to limited public disclosure of its client-facing or portfolio-management activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 6
  • Theodore Ziolkowski

    Theodore Ziolkowski

    AssociateCRD 7560359

  • Christina Tschirgi

    Christina Tschirgi

    Senior AssociateCRD 7390606

  • Rajeshkumar Kothari

    Rajeshkumar Kothari

    Managing DirectorCRD 5514025

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Southfield, MI

Oakland

Location

Southfield, MI

Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
1000 Town Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth