PPrivate Fund Data Log in Join · $37/mo

Cls Financial Advisors, Inc.

● SEC registered since 2022CRD 152892SEC# 801-127014Portland, OR
Export (members)
Reg. AUM
$166.7M
Employees
5
Accounts
321
Location
Portland, OR

Cls Financial Advisors, Inc. assets under management

Cls Financial Advisors, Inc. is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2022. It reports $166.7 million in regulatory assets under management and employs 5 people.
www.clsadvisors.comView on SEC.gov ↗

Cls Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Ryan Alden Genor ControlPresident50-75%2025
Sarah Lynne Lane ControlChief Compliance Officer, Secretary, Treasurer, And Financial Planner50-75%2019

Frequently asked questions

How much does Cls Financial Advisors, Inc. manage?

Cls Financial Advisors, Inc. reports $166.7 million in regulatory assets under management on its Form ADV.

How many employees does Cls Financial Advisors, Inc. have?

Cls Financial Advisors, Inc. reports 5 employees.

Where is Cls Financial Advisors, Inc. located?

Cls Financial Advisors, Inc. is based in Portland, OR and has been SEC-registered since 2022.

Does Cls Financial Advisors, Inc. disclose fund performance?

Cls Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9700 SW Capitol Hwy, Suite 285, Portland, OR 97219-5292
Phone(503) 244-8879
Fax(503) 293-4364
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.6M
Non-discretionary$20.2M
Total (RAUM)$166.7M