| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 05/25/1975 |
| ADV Location | SEATTLE, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 114,794,748 -76% |
| of that, discretionary | 114,794,748 -76% |
| Number of Employees | 380 7% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 19,132,458 -72% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Other
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds