Ryan
Genor
Cls Financial Advisors, Inc
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About this Advisor
Ryan Genor is a financial advisor based in Portland, Oregon, working with Cls Financial Advisors, Inc. Ryan has previously held positions at Cls Financial Advisors and Schultz Group Cpas, Pc. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Ryan is part of Cls Financial Advisors, Inc, which operates out of Portland, Oregon. The firm has 1 office and 5 employees. The firm manages assets totaling $138.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Cls Financial Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cls Financial Advisors, Inc Brokerage Details
$138,928,682
5
305
$455,504
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ryan Genor Work History
Cls Financial Advisors
Schultz Group Cpas, Pc
Disclosures
Please visit the SEC profile of Ryan Genor 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 Cls Financial Advisors, Inc
Portland, OR
Portland, OR
Portland, OR
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