Form D Explorer

CS PLANNING CORP

SEC file number 801-70381 · PORTLAND, OR
https://csplanningcorp.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$957.9M
Discretionary AUM
$957.9M
Employees
58
Clients
6

Firm

Address
3395 SW GARDEN VIEW AVE
PORTLAND, OR 97225
Phone
—
Website
https://csplanningcorp.com
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)