| As of Date | 02/05/2026 |
| Registration | SEC, Approved, 05/21/2006 |
| ADV Location | ISSAQUAH, WA, United States |
| Contact Info | 1-8 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| % High Net Worth | 8.27% 9% |
| SMA’s | No |
| Private Funds | 0 |
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds