Adviser Profile
| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 06/13/2022 |
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| Former registrations | |
| ADV Location | SEATTLE, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 222,000,000 28% |
| of that, discretionary | 222,000,000 28% |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,283,237 26% |
| % High Net Worth | 42.20% 2% |
| SMA’s | No |
| 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
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
222M
190M
159M
127M
95M
63M
32M
2022
2023
2024
2025
2026
Private Funds
No private funds