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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-16-2010
- Office Locations
- 1
Office Locations
About CLS Financial Advisors, Inc.
CLS Financial Advisors is a Portland, Oregon fee-only RIA providing holistic, fiduciary advice that integrates investments with life planning. The firm specializes in tax, retirement, and investment planning with a collaborative, hands-on approach and portfolio design focused on harnessing markets to meet client goals. Public filings indicate a retail client base that includes business owners and retirees, with client assets custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
RYAN ALDEN GENOR
Accountant, President
- CRD
- #3130458
- Ownership
- 50% but less than 75%
SARAH LYNNE LANE
Chief Compliance Officer, FINANCIAL PLANNER, Secretary, TREASURER
- CRD
- #6898021
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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STEPHANIE LUCK LUM
--
- CRD
- #8030315
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,027,672 | $556,724 |
| Non-Discretionary | $19,965,005 | $998,250 |
| Total | $191,992,677 | $583,564 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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