| Total AUM | $159.7M |
| Discretionary | $159.7M100% of AUM |
| Client Accounts | 571 |
| Avg Account Size | $280K |
| Employees | 5 |
| Peak AUM | $159.7MJan 2026 |
Total AUM
$160M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $160M | +10.8% | +7.3% | +2.3% | |
| Discretionary AUM | |||||
| Total AUM | $159.7M |
| Discretionary | $159.7M |
| Employees | 5 |
| Client Accounts | 571 |
| Client Range | 1-10 |
Address
420 N EVERGREEN RD.
SPOKANE VALLEY WA 99216
Phone
509-922-3110
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$160M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $160M |
| +10.8% |
| +7.3% |
| +2.3% |
| Total Accounts | 571 | +0.9% | 0.2% | 0.5% |
| Avg Account Size | $279,604.203 | +9.9% | +7.5% | +2.8% |
| Employees | 5 | 0.0% | 0.0% | +10.9% |
| AUM / Employee | $32M | +10.8% | +7.3% | 7.8% |
Client AUM Segments | |||||
| Wealth AUM | $160M | +10.8% | +7.3% | +2.3% | |
Client Count Segments | |||||
| HNW Clients | 425 | +64.1% | +16.2% | +8.7% | |
| Individuals | 52 | 1.9% | 8.1% | 3.8% | |