| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 08/19/2024 |
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| ADV Location | BEND, OR, United States |
| Contact Info | 541 xxxxxxx |
| Websites |
| AUM* | 151,410,600 40% |
| of that, discretionary | 151,410,600 40% |
| Number of Employees | 6 100% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 271,832 13% |
| % High Net Worth | 46.43% 7004% |
| 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
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds