| As of Date | 10/26/2026 |
| Registration | SEC, Approved, 08/01/2025 |
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| ADV Location | CANBY, OR, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 338,307,304 12% |
| of that, discretionary | 338,307,304 13% |
| Number of Employees | 9 350% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 171,817 2% |
| % High Net Worth | 6.90% -27% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds