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Cordant Wealth Partners
CORDANT WEALTH PARTNERS is an SEC-registered investment adviser in PORTLAND, OR, registered since 2010. The firm manages $371 million in assets, with $365...
Overview
CORDANT WEALTH PARTNERS is an SEC-registered investment adviser in PORTLAND, OR, registered since 2010. The firm manages $371 million in assets, with $365 million on a discretionary basis. It has 8 employees and 5 investment advisers.
General information
Firm type
RIA
Year founded
1994
Location
Region
North America
Country
United States
City
Portland
Corporate office
Portland, OR, United States
Principals
Alan F. R. Hoffman
Chief Executive Officer
Jeffrey M. V. Roth
Chief Investment Officer
Susan T. L. Miller
President
Sector focus
Frequently asked questions
Who runs investment decisions at Cordant Wealth Partners?
Alan Hoffman serves as CEO and oversees the firm's strategic direction. Jeffrey Roth is Chief Investment Officer, responsible for asset allocation and manager selection. Susan Miller is President, managing day-to-day operations. All three are based in Portland (per the firm's official communications).
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