| Total AUM | $1.15B |
| Discretionary | $52.7M5% of AUM |
| Non-Discretionary | $1.09B |
| Client Accounts | 192 |
| Avg Account Size | $6.0M |
| Employees | 2 |
| Peak AUM | $1.15BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +19.7% | +20.3% | +10.6% | |
| Discretionary AUM | |||||
| Total AUM | $1.15B |
| Discretionary | $52.7M |
| Employees | 2 |
| Client Accounts | 192 |
| Client Range | 11-25 |
Address
2101 4TH AVENUE
SEATTLE WA 98121
Phone
206-267-2222
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$53M
4.6% of AUM
Non-Discretionary
$1.1B
95.4% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Custody
No related registrations reported
| +15.9% /yrover 19 yrs · 31 filings |
Total AUM
$1.1B
| $53M |
| +24.3% |
| +156.6% |
| +72.7% |
| Non-Disc. AUM | $1.1B | +19.5% | +18.6% | +9.6% |
| Total Accounts | 192 | +3.8% | +3.3% | +3.7% |
| Avg Account Size | $6M | +15.4% | +16.4% | +6.6% |
| Employees | 2 | 33.3% | 12.6% | 7.8% |
| AUM / Employee | $574M | +79.6% | +37.7% | +19.9% |
Client AUM Segments | |||||
| Wealth AUM | $55M | +21.6% | +14.4% | +8.4% | |
| Institutional AUM | $1.1B | +19.6% | +20.4% | +10.5% | |
| Other AUM | $20M | +24.2% | +30.5% | +20.6% | |
Client Count Segments | |||||
| HNW Clients | 18 | +5.9% | 0.0% | 0.0% | |
| Institutional | 17 | +41.7% | +15.6% | +9.1% | |
| Individuals | 15 | +7.1% | +7.7% | +6.4% | |