| As of Date | 02/05/2026 |
| Registration | SEC, Approved, 06/02/2021 |
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| ADV Location | SPOKANE, WA, United States |
| Contact Info | 509 xxxxxxx |
| Websites |
| AUM* | 311,409,733 62% |
| of that, discretionary | 311,409,733 62% |
| Number of Employees | 25 9% |
| of those in investment advisory functions | 10 -9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 339,967 132% |
| % High Net Worth | 8.41% 2% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds