| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 11/20/2013 |
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| ADV Location | SEATTLE, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 209,495,000 14% |
| of that, discretionary | 209,495,000 14% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,369,248 6% |
| % High Net Worth | 89.80% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds