Cordant, Inc.

Cordant, Inc. (CRD# 152395) is a financial advisory firm headquartered in Portland, OR. They manage $145,932,761 in 450 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $324,295
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
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.

OR, TX, WA

Financial Advisors at Cordant, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Scott E. Gerlach
CRD#: 5824156
1211 Sw Fifth, Suite 2310, Portland, OR 97204
96
Wealthminder
score

Scott Gerlach (CRD# 5824156) is an Investment Advisor Representative working at Cordant, Inc. in Portland, OR and has over 6 years of experience in the finance industry. Scott Gerlach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Isaac E. Presley
CRD#: 4520604
1211 Sw Fifth, Suite 2310, Portland, OR 97204
96
Wealthminder
score

Isaac Presley (CRD# 4520604) is an Investment Advisor Representative working at Cordant, Inc. in Portland, OR and has over 14 years of experience in the finance industry.

3
William P. Anfuso
CRD#: 4348531
1211 Sw Fifth, Suite 2310, Portland, OR 97204
93
Wealthminder
score

William Anfuso (CRD# 4348531) is an Investment Advisor Representative working at Cordant, Inc. in Portland, OR and has over 15 years of experience in the finance industry.

4
Brenda K. McCombs
CRD#: 2951985
1211 Sw Fifth, Suite 2310, Portland, OR 97204
93
Wealthminder
score

Brenda McCombs (CRD# 2951985) is an Investment Advisor Representative working at Cordant, Inc. in Portland, OR and has over 19 years of experience in the finance industry.

5
David E. Unzicker
CRD#: 1811254
1211 Sw Fifth, Suite 2310, Portland, OR 97204
89
Wealthminder
score

David Unzicker (CRD# 1811254) is an Investment Advisor Representative working at Cordant, Inc. in Portland, OR and has over 2 years of experience in the finance industry.

6
Scott M. Malbasa
CRD#: 6401320
1211 Sw Fifth, Suite 2310, Portland, OR 97204
88
Wealthminder
score

Scott Malbasa (CRD# 6401320) is an Investment Advisor Representative working at Cordant, Inc. in Portland, OR and has 1 year of experience in the finance industry.

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