Brenda
Mccombs

Cordant, Inc

CRD#2951985
Investment Advisor
in Portland, OR

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About this Advisor

Brenda Mccombs is a financial advisor who works in Portland, Oregon who has 13 years of industry experience. Mccombs is on the advisory team at Cordant, Inc. They have been with Cordant, Inc for their complete career. Mccombs has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon. Cordant, Inc is a business that has its headquarters in Portland, OR. It administers $243 million in total assets across its 882 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 882 accounts, 84% are held by high-net-worth individuals who have greater than $1 million in assets. Cordant, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management are based on which services the firm provides the client. However, fees billed by Cordant, Inc most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1211 Sw Fifth Ave Suite 2310
Portland, OR 97204

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Cordant, Inc Brokerage Details

Total Assets Under Management

$243,084,680

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

882

OR Average: 1,309
Average Account Size

$275,606

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Brenda Mccombs Work History

Brenda has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Private Wealth Northwest, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brenda Mccombs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cordant, Inc

Scott Gerlach
Portland, OR
Shannon Rozairo
Portland, OR
Isaac Presley
Portland, OR
William Anfuso
Portland, OR
Brenda Mccombs
Portland, OR
Scott Malbasa
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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