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Adviser Profile

As of Date 04/09/2026
Registration SEC, Approved, 03/19/2014
Other registrations (2)
ADV Location SEATTLE, WA, United States
Contact Info 206 xxxxxxx
Websites
AUM* 299,151,958 14%
of that, discretionary 299,151,958 14%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 958,820 -3%
% High Net Worth 54.46% -10%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- 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

299M 256M 214M 171M 128M 85M 43M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary