CLS FINANCIAL ADVISORS, INC.

9700 Sw Capitol Hwy
Suite 285
Portland, Oregon 97219-5292
Tel: (503) 244-8879

About CLS FINANCIAL ADVISORS, INC.

CLS FINANCIAL ADVISORS, INC, formally registered with the SEC as CLS FINANCIAL ADVISORS, INC. The firm was established in 12/08/2022. They have over 3 offices throughout the country.

CLS FINANCIAL ADVISORS, INC. is a Portland, Oregon based Financial Planning firm with nearly $166,718,581 assets under management, offering retirement planning & investment advisory services to 321 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152892
SEC#	801-127014
Assets Managed by Firm	$166,718,581
No. of Clients	321
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	321	$166,718,581
Individuals (other than high net worth individuals)	46	$44,550,941
High net worth individuals	37	$122,167,640

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