| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 01/23/2020 |
| ADV Location | PORTLAND, OR, United States |
| Contact Info | 1 ( xxxxxxx |
| Websites |
| AUM* | 19,743,206 192% |
| of that, discretionary | 19,743,206 192% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,726 78% |
| % High Net Worth | 0.17% 100% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date07/29/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date08/28/2024 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date09/26/2023 | Form ADV-E View Report |