Cls Financial Advisors, Inc.
Cls Financial Advisors, Inc. is an SEC-registered ria in Portland, OR with $192.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Cls Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152892, SEC 801-127014, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $192.0M (2026-03-12)
- Firm type
- Ria
- Location
- Portland, OR
- Employees
- 5
- Clients
- 87
- CRD
- 152892
- Ownership
- PAJUNEN-LUCK, LORI, LOUISE; LORI PAJUNEN LUCK TRUST; LANE, SARAH, LYNNE; GENOR, RYAN, ALDEN; LUCK, CAMERON, D.
How much AUM does Cls Financial Advisors, Inc. have?
Cls Financial Advisors, Inc. reported $192.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Cls Financial Advisors, Inc.?
Disclosed owners and executives of Cls Financial Advisors, Inc. include PAJUNEN-LUCK, LORI, LOUISE, LORI PAJUNEN LUCK TRUST, LANE, SARAH, LYNNE, GENOR, RYAN, ALDEN, LUCK, CAMERON, D.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.