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CORDANT WEALTH PARTNERS
CORDANT, INC.
CRD 152395 · SEC 801-70937
2175 NW RALEIGH ST., SUITE 110, PORTLAND, OR, 97210, United States
Phone
(503) 621-9207
Fax
(888) 839-8031
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$370.5M
Discretionary AUM
$364.8M
Team
8 total employees; 5 advisory reps; 164 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $8.8M |
| High net worth individuals | 126 | $361.7M |
States served
AZ, CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD