| As of Date | 04/15/2026 |
| Registration | SEC, Approved, 01/09/2014 |
|
|
|
| ADV Location | SEATTLE, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 302,726,806 29% |
| of that, discretionary | 302,726,806 29% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 529,243 29% |
| % High Net Worth | 36.60% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date05/01/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date11/15/2024 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date08/07/2023 | Form ADV-E View Report |