Cls Financial Advisors, Inc.
● SEC registered since 2022CRD 152892SEC# 801-127014Portland, OR
Reg. AUM
$192M
Employees
5
Accounts
329
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 $192 million in regulatory assets under management and employs 5 people.
Cls Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Alden Genor Control | President | 50-75% | 2025 |
| Sarah Lynne Lane Control | Chief Compliance Officer, Secretary, Treasurer, And Financial Planner | 50-75% | 2019 |
Frequently asked questions
How much does Cls Financial Advisors, Inc. manage?
Cls Financial Advisors, Inc. reports $192 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
| Address | 9700 SW Capitol Hwy, Suite 285, Portland, OR 97219-5292 |
| Phone | (503) 244-8879 |
| Fax | (503) 293-4364 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$192Mregulatory AUM
Discretionary $172MNon-discretionary $20M