RIA Intelligence

CLSRS, LLC

Legal name: CLS PARTNERS RETIREMENT SERVICES

CRD #181518 SEC #801-112460 AUSTIN, TX 512-306-9300
SEC Registered
Total AUM
$285.4M
Discretionary
$76.3M
Employees
4
Clients
--
Accounts
39

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 13, 2018
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
POTTICHEN, AARON, ALLANIPRINCIPAL & CHIEF COMPLIANCE OFFICERNA Control
POTTICHEN, AARON, ALLANIPRINCIPAL & CHIEF COMPLIANCE OFFICERNA Control
POTTICHEN, AARON, ALLANIPRINCIPAL & CHIEF COMPLIANCE OFFICERNA Control
POTTICHEN, AARON, ALLANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERNA Control
POTTICHEN, AARON, ALLANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERNA Control
POTTICHEN, AARON, ALLANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERNA Control
POTTICHEN, AARON, ALLANIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERNA Control
SCOTT, CLINT, LEEIPRESIDENTE Control
SCOTT, CLINT, LEEIPRESIDENTE Control
SCOTT, CLINT, LEEIPRESIDENTE Control
SCOTT, CLINT, LEEIPRESIDENTE Control
SCOTT, CLINT, LEEIMEMBERE Control
SCOTT, CLINT, LEEIMEMBERE Control
SCOTT, CLINT, LEEIMEMBERE Control
SCOTT, CLINT, LEEIMANAGING MEMBERE Control
SCOTT, CLINT, LEEIMANAGING MEMBERE Control
SCOTT, CLINT, LEEIMANAGING MEMBERE Control
POTTICHEN, AARON, ALLANIMEMBER; CHIEF COMPLIANCE OFFICERB Control
POTTICHEN, AARON, ALLANIMEMBER; CHIEF COMPLIANCE OFFICERB Control
POTTICHEN, AARON, ALLANIMEMBER; CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Apr 13, 2018 REGISTERED

Notice Filings (1)

TX

Address

3600 N. CAPITAL OF TEXAS HWY.
BLDG. B, SUITE 200
AUSTIN, TX 78746
United States
Phone: 512-306-9300