| As of Date | 08/26/2026 |
| Registration | SEC, Approved, 07/09/1999 |
| ADV Location | PORTLAND, OR, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 1,228,670,085 21% |
| of that, discretionary | 1,228,670,085 21% |
| Number of Employees | 13 -7% |
| of those in investment advisory functions | 8 -11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 682,594 8% |
| % High Net Worth | 62.17% -7% |
| SMA’s | Yes |
| 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
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name GEFFEN MESHER | Filing Date02/25/2026 | Form ADV-E View Report |
| Accounting Firm Name GEFFEN MESHER | Filing Date01/28/2025 | Form ADV-E View Report |
| Accounting Firm Name GEFFEN MESHER | Filing Date02/22/2024 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$83,607,816 | % Position10.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$79,412,523 | % Position9.00% | $ Change9.00% | # Change-2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$63,989,643 | % Position7.00% | $ Change11181.00% | # Change9794.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$49,639,082 | % Position6.00% | $ Change11.00% | # Change-7.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$41,029,969 | % Position5.00% | $ Change21.00% | # Change-3.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$37,919,920 | % Position4.00% | $ Change12.00% | # Change1.00% |
| Stck Ticker922908595 | Stock NameVANGUARD INDEX FDS | $ Position$29,880,983 | % Position3.00% | $ Change17.00% | # Change-3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$23,477,683 | % Position3.00% | $ Change0.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$23,264,656 | % Position3.00% | $ Change10.00% | # Change-4.00% |
| Stck Ticker464285204 | Stock NameISHARES GOLD TR | $ Position$22,766,114 | % Position3.00% | $ Change3961.00% | # Change4641.00% |