| As of Date | 09/03/2026 |
| Registration | SEC, Approved, 04/19/2007 |
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| ADV Location | LYNNWOOD, WA, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 455,536,320 33% |
| of that, discretionary | 455,536,320 33% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 371,260 19% |
| % High Net Worth | 35.57% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds