Adviser Profile
| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 10/10/2024 |
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| Former registrations | |
| ADV Location | PORTLAND, OR, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 110,517,958 9% |
| of that, discretionary | 104,217,721 3% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 458,581 17% |
| % High Net Worth | 33.78% -14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
104M
89M
74M
60M
45M
30M
15M
2024
2025
2026
Private Funds
No private funds