CLS FINANCIAL ADVISORS, INC.
CRD #152892 SEC #801-127014 PORTLAND, OR (503) 244-8879
SEC Registered
Total AUM
$166.7M
Discretionary
$146.6M
Employees
5
Clients
51
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $166.7M | $146.6M | $20.2M | 5 | 6 |
| Jan 2025 | $166.7M | $146.6M | $20.2M | 5 | 6 |
| Dec 2024 | $138.9M | $119.9M | $19M | 5 | 6 |
| Feb 2024 | $138.9M | $119.9M | $19M | 5 | 6 |
| Sep 2023 | $142.7M | $123.3M | $19.5M | 5 | 0 |
| Mar 2023 | $142.7M | $123.3M | $19.5M | 5 | 0 |
| Nov 2022 | $112.8M | $96.1M | $16.7M | 5 | 74 |
DateFeb 2025
Total AUM$166.7M
Discretionary$146.6M
Non-Disc.$20.2M
Employees5
Clients6
DateJan 2025
Total AUM$166.7M
Discretionary$146.6M
Non-Disc.$20.2M
Employees5
Clients6
DateDec 2024
Total AUM$138.9M
Discretionary$119.9M
Non-Disc.$19M
Employees5
Clients6
DateFeb 2024
Total AUM$138.9M
Discretionary$119.9M
Non-Disc.$19M
Employees5
Clients6
DateSep 2023
Total AUM$142.7M
Discretionary$123.3M
Non-Disc.$19.5M
Employees5
Clients0
DateMar 2023
Total AUM$142.7M
Discretionary$123.3M
Non-Disc.$19.5M
Employees5
Clients0
DateNov 2022
Total AUM$112.8M
Discretionary$96.1M
Non-Disc.$16.7M
Employees5
Clients74