Be advised. This firm is no longer registered.

Cls Partners Retirement Services

Cls Partners Retirement Services (CRD# 181518) is a financial advisory firm headquartered in Austin, TX. They manage $285,373,556 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3600 N. Capital Of Texas Hwy., Bldg. B, Suite 200, Austin, TX 78746
https://www.linkedin.com/company/248569
By the Numbers
  • Total Assets Under Management
    285
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $7,317,271
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cls Partners Retirement Services
No Advisor Found.

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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