| As of Date | 07/21/2026 |
| Registration | SEC, Approved, 11/19/2024 |
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| ADV Location | GIG HARBOR, WA, United States |
| Contact Info | (25 xxxxxxx |
| AUM* | 2,518,827,849 423% |
| of that, discretionary | 289,834,017 -12% |
| Number of Employees | 16 33% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 57,246,087 -5% |
| % High Net Worth | 72.73% |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name EIDE BAILLY LLP | Filing Date07/20/2026 | Form ADV-E View Report |
| Accounting Firm Name EIDE BAILLY LLP | Filing Date08/21/2025 | Form ADV-E View Report |