| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 07/28/2000 |
| ADV Location | CORVALLIS, OR, United States |
| Contact Info | 541 xxxxxxx |
| Websites |
| AUM* | 406,521,088 35% |
| of that, discretionary | 406,521,088 35% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 264,835 33% |
| % High Net Worth | 28.01% 40% |
| 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds