Michelle
Rand
Cascade Investment Advisors, Inc
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About this Advisor
Michelle Rand is a financial advisor based in Oregon City, Oregon with a total of 26 years of industry experience. Rand works at Cascade Investment Advisors, Inc. They have spent their whole employment at Cascade Investment Advisors, Inc. Rand holds a Series 63 license, qualifying them as a securities agent, and is registered to advise clients in Oregon and Washington. Cascade Investment Advisors, Inc is an advisory business based in Oregon City, OR. It administers $273 million in assets among its 467 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 467 customer accounts, 60% are associated with high-net-worth investors who have more than $1 million in assets. The firm offers portfolio management for individuals and small businesses. Financial management fee schedules typically depend on which services are provided. However, fee types charged by Cascade Investment Advisors, Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cascade Investment Advisors, Inc Brokerage Details
$273,000,000
5
467
$584,582
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Michelle Rand Work History
Michelle has been registered as a financial advisor for 26 years.*
Cascade Investment Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle Rand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cascade Investment Advisors, Inc
Oregon City, OR
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