| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 03/08/2019 |
| ADV Location | TACOMA, WA, United States |
| Contact Info | 253 xxxxxxx |
| Websites |
| AUM* | 175,225,864 17% |
| of that, discretionary | 174,743,670 17% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 457,509 12% |
| % High Net Worth | 33.33% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds