Thane
Cleland
Cwc Advisors, LLC
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About this Advisor
Thane Cleland is a financial advisor based in Lake Oswego, Oregon, working with Cwc Advisors, LLC. Thane has previously held a position at Cwc Advisors LLC. Thane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Washington. Currently, Thane is part of Cwc Advisors, LLC, which operates out of Lake Oswego, Oregon. The firm has 1 office and 9 employees. The firm manages assets totaling $163.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Cwc Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwc Advisors, LLC Brokerage Details
$163,496,399
9
1,014
$161,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Thane Cleland Work History
Cwc Advisors LLC
Disclosures
Please visit the SEC profile of Thane Cleland 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 Cwc Advisors, LLC
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Puyallup, WA
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