Overview
Assets Under Management: $167 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 37
Average Client Assets: $3 million
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