Cls Financial Advisors, Inc.

Cls Financial Advisors, Inc. (CRD# 152892) is a financial advisory firm headquartered in Portland, OR. They manage $138,928,682 in 305 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9700 Sw Capitol Hwy, Suite 285, Portland, OR 97219
http://www.clsadvisors.com
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $455,504
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Cls Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Ryan Genor, financial advisor Portland OR
Ryan A. Genor
CRD#: 3130458
9700 Sw Capitol Hwy #285, Portland, OR 97219

Ryan Genor (CRD# 3130458) is an Investment Advisor Representative working at Cls Financial Advisors, Inc. in Portland, OR and has over 25 years of experience in the finance industry.

2
Sarah Lane, financial advisor Portland OR
Sarah L. Lane
CRD#: 6898021
9700 Sw Capitol Hwy, Suite 285, Portland, OR 97219

Sarah Lane (CRD# 6898021) is an Investment Advisor Representative working at Cls Financial Advisors, Inc. in Portland, OR and has 1 year of experience in the finance industry.

3
Lori Pajunen-Luck, financial advisor Portland OR
Lori L. Pajunen-Luck
CRD#: 5756508
9700 Sw Capitol Hwy, Suite 285, Portland, OR 97219

Lori Pajunen-Luck (CRD# 5756508) is an Investment Advisor Representative working at Cls Financial Advisors, Inc. in Portland, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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