| As of Date | 09/01/2026 |
| Registration | SEC, Approved, 11/24/1995 |
| ADV Location | PORTLAND, OR, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 1,006,229,464 19% |
| of that, discretionary | 1,006,229,464 19% |
| Number of Employees | 3 |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 251,557,366 19% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds