| As of Date | 08/26/2026 |
| Registration | SEC, Approved, 07/17/2006 |
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| ADV Location | VANCOUVER, WA, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 200,030,786 12% |
| of that, discretionary | 200,030,786 12% |
| Number of Employees | 9 |
| of those in investment advisory functions | 2 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 917,572 37% |
| % High Net Worth | 44.95% 280% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds