| Total AUM | $1.96B |
| Discretionary | $1.96B100% of AUM |
| Client Accounts | 9,340 |
| Avg Account Size | $210K |
| Employees | 60 |
| Peak AUM | $1.96BMar 2026 |
Total AUM
$2.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0B | +54.9% | +53.4% | +40.5% | |
| Discretionary AUM | $2.0B | ||||
| Total AUM | $1.96B |
| Discretionary | $1.96B |
| Employees | 60 |
| Client Accounts | 9340 |
| Client Range | 1-10 |
Address
3395 SW GARDEN VIEW AVE
PORTLAND OR 97225
Phone
503-292-5853
Filing History
207 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +54.9% |
| +53.4% |
| +40.5% |
| Total Accounts | 9k | +52.3% | +47.6% | 6.8% |
| Avg Account Size | $209,943.616 | +1.7% | +4.0% | +50.8% |
| Employees | 60 | +1.7% | +9.3% | +24.1% |
| AUM / Employee | $33M | +52.3% | +40.4% | +13.2% |
Client AUM Segments | |||||
| Wealth AUM | $1.9B | +55.5% | +53.1% | +44.5% | |
| Institutional AUM | $12M | 6.7% | +540.9% | 14.9% | |
Client Count Segments | |||||
| HNW Clients | 4k | +48.2% | +41.8% | +33.6% | |
| Institutional | 10 | 23.1% | — | 9.9% | |
| Individuals | 541 | +57.7% | +112.9% | +52.6% | |