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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 |
More Retirement Planning firms in Portland, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
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