| As of Date | 01/28/2026 |
| Registration | SEC, Approved, 07/16/1999 |
| ADV Location | VANCOUVER, WA, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 1,410,245,287 170% |
| of that, discretionary | 1,410,245,287 170% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 705,122,644 170% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds