Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002021208-25-000002
Filing Date
2025-02-07
Accepted
2025-02-07 16:54:05
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2078
2 cfpq4202413f.html INFORMATION TABLE  
2 cfpq4202413f.xml INFORMATION TABLE 131243
  Complete submission text file 0002021208-25-000002.txt   134561
Mailing Address 11975 EL CAMINO REAL SUITE 100 SAN DIEGO CA 92130
Business Address 11975 EL CAMINO REAL SUITE 100 SAN DIEGO CA 92130 858-379-6702
Cascade Financial Partners, LLC (Filer) CIK: 0002021208 (see all company filings)

EIN.: 923127224 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24143 | Film No.: 25602641