| Total AUM | $958.1M |
| Discretionary | $939.7M98% of AUM |
| Non-Discretionary | $18.4M |
| Client Accounts | 3,277 |
| Avg Account Size | $292K |
| Employees | 19 |
| Peak AUM | $958.1MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $958M | +16.3% | +16.1% | +10.6% | |
| Discretionary AUM | |||||
| Total AUM | $958.1M |
| Discretionary | $939.7M |
| Employees | 19 |
| Client Accounts | 3277 |
| Client Range | More than 500 |
Address
3908 CREEKSIDE LOOP
YAKIMA WA 98902
Phone
509-972-3686
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$940M
98.1% of AUM
Non-Discretionary
$18M
1.9% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
| +12.3% /yrover 13 yrs · 39 filings |
Total AUM
$958M
| $940M |
| +16.3% |
| +16.4% |
| +10.9% |
| Non-Disc. AUM | $18M | +17.6% | +5.2% | 1.5% |
| Total Accounts | 3k | +7.3% | +5.2% | +6.1% |
| Avg Account Size | $292,383.593 | +8.4% | +10.3% | +4.2% |
| Employees | 19 | 0.0% | +13.5% | +4.8% |
| AUM / Employee | $50M | +16.3% | +2.3% | +5.4% |
Client AUM Segments | |||||
| Wealth AUM | $899M | +16.1% | +16.0% | +10.8% | |
| Institutional AUM | $50M | +11.0% | +15.0% | +9.7% | |
| Other AUM | $9M | +111.3% | +38.1% | 3.9% | |
Client Count Segments | |||||
| HNW Clients | 810 | +9.5% | +3.7% | +3.7% | |
| Institutional | 11 | 8.3% | 2.9% | 0.0% | |
| Individuals | 268 | 16.3% | +0.4% | +2.3% | |