Investment adviser · CRD 181518
CLS PARTNERS RETIREMENT SERVICES
Investment adviser filing (IA)
CLSRS, LLC
AUSTIN, TX, United States · Form ADV filed Apr 13, 2018
- Regulatory AUM
- $285M Form ADV · Item 5.F
- Client accounts
- 39 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 39 | $285,373,556 | 100.0% |
Filing source
Form ADV 1209403 · Apr 13, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 13, 2018. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
3600 N. CAPITAL OF TEXAS HWY., BLDG. B, SUITE 200AUSTIN, TX, 78746, United States
CRD 181518
Filing source
Form ADV 1209403 · Apr 13, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.