Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 10/11/2017
Other registrations (1)
ADV Location RICHLAND, WA, United States
Contact Info 509 xxxxxxx
Websites
AUM* 294,261,730 18%
of that, discretionary 294,261,730 18%
Number of Employees 10
of those in investment advisory functions 9
Private Fund GAV* 0
Avg Account Size 284,861 24%
% High Net Worth 17.96% 47%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

294M 252M 210M 168M 126M 84M 42M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary