Adviser Profile
| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 02/27/2026 |
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| Former registrations | |
| ADV Location | PORTLAND, OR, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 102,789,935 |
| of that, discretionary | 102,274,567 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 319,223 |
| % High Net Worth | 24.77% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Insurance companies
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
102M
88M
73M
58M
44M
29M
15M
2026
Private Funds
No private funds