Adviser Profile

As of Date 08/17/2026
Registration SEC, Approved, 02/18/2014
ADV Location PORTLAND, OR, United States
Contact Info 503 xxxxxxx
Websites
AUM* 35,085,851,431 35%
of that, discretionary 1,313,104,238 -34%
Number of Employees 11 22%
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 461,655,940 30%
% High Net Worth 1.35% -80%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- State or municipal government entities

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

34B 29B 24B 19B 14B 10B 5B
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary