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Cordant Wealth Partners

Fee-Only (% of Portfolio)Fixed/Hourly
View SEC Summary
View SEC Summary
Assets Under Management$340M
Clients150
Advisors6
Avg. per Client$2.3M
Avg. per Advisor$56M
www.cordantwealth.com ·www.linkedin.com/company/cordant-wealth-partners ·www.youtube.com/@cordantwealthpartners4294 
Location

6 Advisors at this firm

BM
Brenda Mccombs
DS
Durham Sundberg
IP
CFA
Isaac Presley
SS
Samuel Slusser
SG
CFP
Scott Gerlach
SR
CFP
Shannon Rozairo
Cordant Wealth Partners | TrueAdvisor