Overview
Assets Under Management: $167 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
CLS FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152892), CLS FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
CLS FINANCIAL ADVISORS, INC. is headquartered in PORTLAND, OR.
CLS FINANCIAL ADVISORS, INC. serves 37 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, CLS FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CLS FINANCIAL ADVISORS, INC. manages $167 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, CLS FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 321
Discretionary Accounts: 296
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 152892
Last Filing Date: 2025-02-13 00:00:00
Website: https://clsadvisors.com