CS PLANNING CORP

3395 Sw Garden View Ave
Portland, Oregon 97225
Tel: 503-292-5853

About CS PLANNING CORP

CS PLANNING CORP, formally registered with the SEC as CS PLANNING CORP. The firm was established in 07/10/2009. They have over 32 offices throughout the country.

CS PLANNING CORP is a Portland, Oregon based Financial Planning firm with nearly $957,856,476 assets under management, offering retirement planning & investment advisory services to 4650 clients. The firm is staffed with 59 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149937
SEC#	801-70381
Assets Managed by Firm	$957,856,476
No. of Clients	4650
No. of Advisors	59

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	4650	$957,856,476
Individuals (other than high net worth individuals)	2058	$645,427,292
High net worth individuals	113	$312,383,270
Corporations or other businesses	Fewer than 5 clients	$45,914

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