| As of Date | 08/10/2026 |
| Registration | Oregon, Approved, 08/22/2024 |
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| Contact Info | 503 xxxxxxx |
| AUM* | 96,700,000 -4% |
| of that, discretionary | 96,700,000 -4% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,581,481 7% |
| % High Net Worth | 37.04% -35% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds