Cordant Wealth Partners
Cordant Wealth Partners (CRD# 152395) is a financial advisory firm headquartered in Portland, OR. They manage $272,360,360 in 937 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management272MILLION
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Total Number of Accounts937ACCOUNTS
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Average Account Value$290,673
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, OR, TX, WA
Scott Gerlach (CRD# 5824156) is an Investment Advisor Representative working at Cordant Wealth Partners in Portland, OR and has over 13 years of experience in the finance industry.
Brenda McCombs (CRD# 2951985) is an Investment Advisor Representative working at Cordant Wealth Partners in Portland, OR and has over 26 years of experience in the finance industry.
Isaac Presley (CRD# 4520604) is an Investment Advisor Representative working at Cordant Wealth Partners in Portland, OR and has over 21 years of experience in the finance industry.
Shannon Rozairo (CRD# 7049927) is an Investment Advisor Representative working at Cordant Wealth Partners in Portland, OR and has 1 year of experience in the finance industry.
Ryan Patterson (CRD# 7806462) is an Investment Advisor Representative working at Cordant Wealth Partners in Portland, OR and has 1 year of experience in the finance industry.