Adviser Profile
| As of Date | 09/15/2025 |
| Registration | Oregon, Approved, 10/09/2009 |
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| ADV Location | BEND, OR, United States |
| Contact Info | 541 xxxxxxx |
| Websites |
| AUM* | 18,641,659 -11% |
| of that, discretionary | 18,641,659 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 372,833 34% |
| % High Net Worth | 41.38% 8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
1
1
1
1
Private Funds
No private funds