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).

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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cls Partners Retirement Services
Showing 1 - 3 of 3 top financial advisors.
1
Aaron A. Pottichen
CRD#: 4890583
3600 N. Capital Of Texas Hwy., Bldg. B, Suite 200, Austin, TX 78746
93
Wealthminder
score

Aaron Pottichen (CRD# 4890583) is an Investment Advisor Representative working at Cls Partners Retirement Services in Austin, TX and has over 12 years of experience in the finance industry.

2
Drew P. Whitney
CRD#: 5918906
3600 N. Capital Of Texas Hwy., Bldg. B, Suite 200, Austin, TX 78746
93
Wealthminder
score

Drew Whitney (CRD# 5918906) is an Investment Advisor Representative working at Cls Partners Retirement Services in Austin, TX and has over 7 years of experience in the finance industry.

3
Thomas A. Monaco
CRD#: 5288758
3600 N. Capital Of Texas Hwy., Bldg. B, Suite 200, Austin, TX 78746
87
Wealthminder
score

Thomas Monaco (CRD# 5288758) is an Investment Advisor Representative working at Cls Partners Retirement Services in Austin, TX and has 1 year of experience in the finance industry.

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