Carleen Acosta
PrincipalCascade Financial Partners, LLCCRD 2818250
About Carleen Acosta
Carleen Acosta is listed as Principal at Cascade Financial Partners, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Cascade Financial Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carleen Acosta work?
Carleen Acosta is listed as Principal at Cascade Financial Partners, LLC on SEC Form ADV.
How much of Cascade Financial Partners, LLC does Carleen Acosta own?
Form ADV reports a beneficial ownership band of 5-10%.
Cascade Financial Partners, LLC
| Title | Principal |
| Ownership | 5-10% |
| Control person | No |
| Since | 2023 |