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CLS FINANCIAL ADVISORS, INC.

CRD 152892 · SEC 801-127014

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9700 SW CAPITOL HWY, SUITE 285, PORTLAND, OR, 97219-5292, United States

Phone

(503) 244-8879

Fax

(503) 293-4364

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$192.0M

Discretionary AUM

$172.0M

Team

5 total employees; 3 advisory reps; 6 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals43$39.8M
High net worth individuals44$152.2M

States served

CA, OR, WA

All web addresses on file

Official SEC filing: View on IAPD