| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Keil Hicks Control | President And Chief Compliance Officer | Over 75% | 2008 |
Cs Planning Corp reports $1.3 billion in regulatory assets under management on its Form ADV.
Cs Planning Corp reports 60 employees.
Cs Planning Corp is based in Portland, OR and has been SEC-registered since 2009.
Cs Planning Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3395 SW Garden View Ave, Portland, OR 97225 |
| Phone | 503-292-5853 |
| Fax | 503-292-5863 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.27B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.27B |