Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002021208-25-000006
Filing Date
2025-05-13
Accepted
2025-05-13 15:55:09
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2081
2 cfpq1202513f.html INFORMATION TABLE  
2 cfpq1202513f.xml INFORMATION TABLE 128660
  Complete submission text file 0002021208-25-000006.txt   131982
Mailing Address 3579 VALLEY CENTRE DRIVE SUITE 125 SAN DIEGO CA 92130
Business Address 3579 VALLEY CENTRE DRIVE SUITE 125 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.: 25939728