Cascade Investment Group

Colorado Springs, United States Founded: 1985 • Age: 41 yrs Acquired By Eastern Colorado Bank
Provider of investment wealth management services
Annual revenue - Latest available
Total funding - Funding intelligence
Employees 9 Tracked headcount
Investors 1 Known backers
Products 5 Services tracked
Competitors 11 Brand Intelligence

About Cascade Investment Group

Cascade Investment Group is a company based in Colorado Springs (United States) founded in 1985 was acquired by Eastern Colorado Bank in March 2020. The company has 9 employees as of December 31, 2022. Cascade Investment Group offers products and services including Wealth Management, Investment Advice, Financial Planning, Retirement Planning, and Nonprofit Asset Management. Cascade Investment Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Colorado Springs, United States
  • Employees 9 as on 31 Dec, 2022
  • Sectors
    Financial Services
  • Email
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  • Legal Name Cascade Investment Group, Inc.
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
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Products & Services of Cascade Investment Group

Cascade Investment Group offers a comprehensive portfolio of products and services, including Wealth Management, Investment Advice, Financial Planning, Retirement Planning, and Nonprofit Asset Management.

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Primary

Personalized management of client assets and investments

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Custom recommendations for investment strategies

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Strategic planning for personal and retirement finances

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Guidance on retirement savings and social security

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Specialized services for nonprofit organizations

People of Cascade Investment Group

Headcount 1-10
Employee Profiles 7
Employee Profiles
People
Kenneth M. Beach
Co-Founder & Managing Director
People
Scott Rethi
Registered Sales Associate & Marketing Coordinator
People
Fermin Padilla
Vice President, Investments
People
Nathaniel Utter
Office Assistant & Sales Associate

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Funding Insights of Cascade Investment Group

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Detailed funding history for Cascade Investment Group

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Investors in Cascade Investment Group

Cascade Investment Group has secured backing from 1 investor. Prominent investors backing the company include Eastern Colorado Bank.

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Investor Description Founded Year Domain Location
Operates as a commercial bank providing deposit accounts, loans, and payment services to individual and business customers.
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Investor details for Cascade Investment Group

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Investments & Acquisitions by Cascade Investment Group

Investments
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Investment portfolio details for Cascade Investment Group

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Financial Statements - Cascade Investment Group

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Detailed financials for Cascade Investment Group

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Cascade Investment Group Comparisons

Cascade Investment Group Primary company
Description
Provider of investment & wealth management services
Location
Colorado Springs, United States
Founded Year
1985
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
9
As of 2022
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Peer comparison for Cascade Investment Group

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Competitors of Cascade Investment Group

Cascade Investment Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Cascade Investment Group

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Latest news on Cascade Investment Group

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Complete news archive for Cascade Investment Group

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Frequently Asked Questions about Cascade Investment Group

Cascade Investment Group was founded in 1985.

Cascade Investment Group is headquartered in Colorado Springs, United States. It is registered at Colorado Springs, Colorado, United States.

As of Dec 31, 2022, the latest employee count at Cascade Investment Group is 9.

Cascade Investment Group, established in 1985, excels in offering financial products and advice, managing assets, and diversified. Provider of investment wealth management services. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.

Cascade Investment Group's top competitors include Fidelity Investments, Investec and S&P Global.

Cascade Investment Group offers Wealth Management, Investment Advice, Financial Planning, Retirement Planning, and Nonprofit Asset Management.

Cascade Investment Group has 1 investor. Key investors include Eastern Colorado Bank.

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