| Total AUM | $986.3M |
| Discretionary | $985.5M100% of AUM |
| Non-Discretionary | $759K |
| Client Accounts | 2,482 |
| Avg Account Size | $397K |
| Employees | 8 |
| Peak AUM | $986.3MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $986M | +15.0% | +13.4% | — | |
| Discretionary AUM | $985M | ||||
| Total AUM | $986.3M |
| Discretionary | $985.5M |
| Employees | 8 |
| Client Accounts | 2482 |
| Client Range | 101-250 |
Address
505 5TH AVENUE SOUTH
EDMONDS WA 98020
Phone
(206) 533-0500
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$985M
99.9% of AUM
Non-Discretionary
$758,550
0.1% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$986M
| +15.1% |
| +13.4% |
| — |
| Non-Disc. AUM | $758,550 | 44.0% | +7.2% | — |
| Total Accounts | 2k | +4.8% | +5.0% | — |
| Avg Account Size | $397,361.618 | +9.7% | +8.0% | — |
| Employees | 8 | 27.3% | +10.1% | +11.5% |
| AUM / Employee | $123M | +58.1% | +3.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $946M | +15.1% | +12.4% | — | |
| Institutional AUM | $40M | +13.2% | +54.4% | — | |
Client Count Segments | |||||
| HNW Clients | 582 | 2.3% | +0.1% | — | |
| Institutional | 26 | 21.2% | +15.2% | — | |
| Individuals | 222 | +8.8% | +10.2% | — | |