| As of Date | 04/15/2026 |
| Registration | SEC, Approved, 02/04/2022 |
| ADV Location | HILLSBORO, OR, United States |
| Contact Info | 971 xxxxxxx |
| Websites |
| AUM* | 362,100,721 -7% |
| of that, discretionary | 362,100,721 -7% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 9 -10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 91,347 -5% |
| % High Net Worth | 6.36% 146% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds