Adviser Profile
| As of Date | 04/03/2026 |
| Registration | SEC, Approved, 03/07/2025 |
|
|
|
| Former registrations | |
| ADV Location | SEATTLE, WA, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 119,147,222 13% |
| of that, discretionary | 119,147,222 13% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 601,754 -84% |
| % High Net Worth | 53.33% 7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
119M
102M
85M
68M
51M
34M
17M
2025
2026
Private Funds
No private funds