|
⚲
|
| CLS Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 152892 |
| SEC # | 801-127014 |
| CIK # | |
| AUM | $138.9 MM (2024-02-15) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 503-244-8879 |
| Address | 9700 SW Capitol Hwy Portland, OR 97219-5292 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 40.4 |
| (b) Individuals (high net worth individuals) | 33 | 98.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 305 | 138.9 |
| By Discretionary | ||
| Discretionary | 280 | 119.9 |
| Non-Discretionary | 25 | 19.0 |
| Total | 305 | 138.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 137.4 | |
| Total | 305 | 138.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Eagle Wealth Advisors
✚
|
NY | 0.1 |
|
Archer Pointe Wealth Management LLC
✚
|
CA | 0.1 |
|
The Wealthgarden FS LLC
✚
|
CA | 0.1 |
|
Independent Wealth Advisors LLC
✚
|
NC | 0.1 |
|
Martin D Parlato & Associates Inc
✚
|
FL | 0.1 |
|
Redwood Investment Group Inc
✚
|
CA | 0.1 |
|
Golden Gate Personal Financial Planning
✚
|
CA | 0.1 |
|
Compass Planning Associates Inc
✚
|
MA | 0.1 |
|
Veritas Independent Partners LLC
✚
|
AR | 0.1 |
|
Aznar Financial Advisors LLC
✚
|
NJ | 0.1 |