| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 04/21/2026 |
|
|
|
| Former registrations | |
| ADV Location | LAKE OSWEGO, OR, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 121,740,000 |
| of that, discretionary | 121,740,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 651,016 |
| % High Net Worth | 16.04% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds