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Building 2CLS FINANCIAL ADVISORS, INC.

Map pinPORTLAND, OR
Phone(503) 244-8879
NotebookSEC #801-127014
Total AUM
$192M
Employees
5
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9700 SW CAPITOL HWY
SUITE 285
PORTLAND
OR 97219-5292
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(503) 244-8879
Other Offices
2

ReceiptFinancials

Total AUM
$192M
Accounts
329
Discretionary
$172M
Accounts
309
Non-Discretionary
$20M
Accounts
20

ContactClients

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Individual Clients
43
AUM
$39.8M
HNW Individual Clients
44
AUM
$152.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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