CORDANT WEALTH PARTNERS

1211 Sw Fifth Ave
Suite 2310
Portland, Oregon 97204
Tel: (503) 621-9207

About CORDANT WEALTH PARTNERS

CORDANT WEALTH PARTNERS, formally registered with the SEC as CORDANT WEALTH PARTNERS. The firm was established in 01/04/2010. They have over 1 offices throughout the country.

CORDANT WEALTH PARTNERS is a Portland, Oregon based Financial Planning firm with nearly $272,360,360 assets under management, offering retirement planning & investment advisory services to 937 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152395
SEC#	801-70937
Assets Managed by Firm	$272,360,360
No. of Clients	937
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	937	$272,360,360
Individuals (other than high net worth individuals)	18	$7,994,648
High net worth individuals	112	$264,365,712

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