|
⚲
|
| CS Planning Corp
✚
| |
|---|---|
| CRD # | 149937 |
| SEC # | 801-70381 |
| CIK # | |
| AUM | $957.9 MM (2024-08-15) |
| Employees | 58 (78% Investors, 19% Brokers) |
| Phone | 503-292-5853 |
| Address | 3395 SW Garden View Ave Portland, OR 97225 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,058 | 645.4 |
| (b) Individuals (high net worth individuals) | 113 | 312.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,650 | 957.9 |
| By Discretionary | ||
| Discretionary | 4,650 | 957.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,650 | 957.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 957.9 | |
| Total | 4,650 | 957.9 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
CS Planning Corp
✚
|
OR | 1.0 |
|
The H Group Inc
✚
|
OR | 0.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Paul R RIED Financial Group LLC
✚
|
WA | 1.0 |
|
Columbia Asset Management LLC
✚
|
MI | 1.0 |
|
Galilei Investment Office LLP
✚
|
1.0 | |
|
Fishman Jay A Ltd
✚
|
MI | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |
|
PrairieView Partners LLC
✚
|
MN | 0.9 |
|
Verity and Verity LLC
✚
|
SC | 0.9 |
|
Enclave Advisors LLC
✚
|
TX | 0.9 |
|
Callahan Advisors LLC
✚
|
TX | 0.9 |
|
Rappaport Reiches Capital Management LLC
✚
|
IL | 0.9 |