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CS PLANNING CORP

Tel: 503-292-5853
3395 Sw Garden View Ave
Portland, Oregon  97225

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CS PLANNING CORP

CS PLANNING CORP is a Portland, Oregon based financial advisory firm with nearly $957,856,476 in assets under management and provides investment advisory services for 4650 clients. There are currently 59 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

149937

SEC#:

801-70381

No. of Clients:

4650

Assets under Management

$957,856,476

No. of Advisors:

59

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