| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 09/24/2024 |
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| ADV Location | EDMONDS, WA, United States |
| Contact Info | 302 xxxxxxx |
| Websites |
| AUM* | 10,390 4% |
| of that, discretionary | 10,390 4% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,195 4% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Market timing services
- A percentage of assets under your management
- Performance-based fees
No private funds