Cordant Inc

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Assets, Funds, Holdings

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Cordant Inc
CRD #152395
SEC #801-70937
CIK #0001830942
AUM $302.1 M (2025-03-30)
Employees 7 (57% Investors, 0% Brokers)
Phone503-621-9207
Address1211 SW Fifth Ave
Portland, OR 97204
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
3502802101407002009201420202026
Sector Form 13F Holdings Value ($M)
Powershares DB Commodity Index Tracking Fund 9.5
Microsoft Corp 0.6
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002020202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 30 6.6
(b) Individuals (high net worth individuals) 120 295.5
(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 974 302.1
By Discretionary
Discretionary 935 296.3
Non-Discretionary 39 5.8
Total 974 302.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 302.1
Total 974 302.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001830942]
Comparable Firms State AUM ($B)
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Comprehensive Wealth Management LLC
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Commonwealth Retirement Investments LLC
VA 0.3
Benchmark Investment Advisors LLC
IL 0.3
Law & Associates Inc
MD 0.3
Prairie Sky Financial Group LLC
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Dentgroup LLC
LA 0.3
HD Money Inc
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