| As of Date | 01/26/2026 |
| Registration | SEC, Approved, 06/13/2024 |
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| ADV Location | COOS BAY, OR, United States |
| Contact Info | 541 xxxxxxx |
| Websites |
| AUM* | 188,523,085 10% |
| of that, discretionary | 188,523,085 10% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 592,840 4% |
| % High Net Worth | 62.16% 7% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds