Isaac
Presley
Cordant, Inc
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About this Advisor
Isaac Presley is a chartered financial analyst who works out of Portland, Oregon with a total of 12 years of industry experience. Presley currently works for Cordant, Inc. They have been employed by Cordant, Inc for the entirety of their career. Presley has a Series 63 license, which qualifies them as a securities representative, and is able to advise clients in California, Oregon, Texas and Washington. Cordant, Inc is a firm based in Portland, OR. It controls $243 million in assets under management among its 882 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 882 accounts, 84% are held by high-net-worth clients who have greater than $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advisory services largely vary depending on the financial services offered. Fee types charged by Cordant, Inc most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cordant, Inc Brokerage Details
$243,084,680
7
882
$275,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Isaac Presley Work History
Isaac has been registered as a financial advisor for 12 years.*
Cordant, Inc (Formerly Private Wealth Northwest)
*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 Isaac Presley 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
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
