|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CS Planning Corp
✚
|
|
|---|---|
| CRD # | 149937 |
| SEC # | 801-70381 |
| CIK # | |
| AUM | $1.3 B (2025-07-18) |
| Employees | 60 (82% Investors, 18% Brokers) |
| Phone | 503-292-5853 |
| Address | 3395 SW Garden View Ave Portland, OR 97225 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,463 | 589.1 |
| (b) Individuals (high net worth individuals) | 343 | 664.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 12.4 |
| (n) Other | 0 | 0.0 |
| Total | 6,132 | 1,266.2 |
| By Discretionary | ||
| Discretionary | 6,132 | 1,266.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,132 | 1,266.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,266.2 | |
| Total | 6,132 | 1,266.2 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
CS Planning Corp
✚
|
OR | 1.3 |
|
The H Group Inc
✚
|
OR | 0.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Private Advisory Group LLC
✚
|
WA | 1.3 |
|
Ancora Retirement Plan Advisors LLC
✚
|
OH | 1.3 |
|
Asset Advisors Investment Management LLC
✚
|
GA | 1.3 |
|
TSA Portfolio Management Inc FKA TSA Management Inc
✚
|
NY | 1.3 |
|
Planning Alternatives Ltd
✚
|
MI | 1.3 |
|
One Way Holdings LLC
✚
|
TX | 1.3 |
|
Baldwin Investment Management LLC
✚
|
PA | 1.2 |
|
Alterna Wealth Management Inc
✚
|
TX | 1.2 |
|
Financial Plan Inc
✚
|
WA | 1.2 |
|
Barlow Wealth Partners LLC
✚
|
KY | 1.2 |