Adviser Profile
| As of Date | 03/27/2020 |
| Registration status | Terminated |
| ADV Location | YAKIMA, WA, United States |
| AUM* | 477,054,200 |
| of that, discretionary | 476,340,648 |
| Number of Employees | 14 |
| of those in investment advisory functions | 14 |
| Private Fund GAV* | 0 |
| Avg Account Size | 141,517 |
| % High Net Worth | 1.93% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
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
476M
408M
340M
272M
204M
136M
68M
2015
2016
2017
2018
2019
2020
Private Funds
No private funds