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Cascades Capital Asset Management, Llc
Greensboro, North Carolina
Cascades Capital Asset Management, LLC is a small investment advisory firm headquartered in Greensboro, NC, with an additional office location. With three dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse range of clients. Their team of seasoned professionals, including long-tenured advisors Jack Richardson, Barry Carpenter, and Harry Wellons, offers extensive expertise and personalized attention to meet the unique investment goals and objectives of each client.
With over 250 individual clients, Cascades Capital Asset Management manages a substantial amount of assets, totali...see more
Assets Under Mgmt
$218.64M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Cascades Capital Asset Management, Llc
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