CS PLANNING CORP
SEC Form ADV profile.
Total regulatory AUM
$1,960,873,373
Discretionary
$1,960,873,373
Non-discretionary
$0
Firm details
- CRD number
- 149937
- SEC file number
- 801-70381
- Main office
- PORTLAND, OR, United States
- Employees
- 60
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.