Bruce Dean Bischoff

Cachetech

11 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Cachetech

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

5 clients

Average Client Portfolio

$134.3M average

Assets Under Management

$671.7M

Fee Structure

Financial Planning:Investment management only

Location

701 S Main St, Ste 400, Logan, UT, 84321

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Bruce leases farmland through Hey Farm, LLC, since 2021. This non-investment related activity requires minimal time and is not compensated.

Employment History

Current Registrations

Cachetech

February 2025 - Present · 1 yr

Previous Registrations

Orion Portfolio Solutions, LLC

January 2023 - May 2024 · 1 yr 4 mos

Brinker Capital Securities, LLCBroker

May 2022 - May 2024 · 2 yrs

Orion Portfolio Solutions, LLC

January 2020 - January 2023 · 3 yrs

Cls Investments, LLC

November 2013 - December 2019 · 6 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.