| Total AUM | $105.2M |
| Discretionary | $105.2M100% of AUM |
| Client Accounts | 107 |
| Avg Account Size | $983K |
| Employees | 1 |
| Peak AUM | $105.2MFeb 2026 |
| AUM CAGR | +8.5% /yrover 16 yrs · 9 filings |
Total AUM
$105M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $105M | +1.6% | — | — | |
| Discretionary AUM | $105M | ||||
| Total AUM | $105.2M |
| Discretionary | $105.2M |
| Employees | 1 |
| Client Accounts | 107 |
| Client Range | 0 |
Address
2104 N. 54TH STREET
SEATTLE WA 98103
Phone
206-545-0600
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$105M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 107 | 0.9% | — | — |
| Avg Account Size | $983,008.907 | +2.5% | — | — |
| Employees | 1 | 0.0% | — | — |
| AUM / Employee | $105M | +1.6% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $104M | +1.7% | — | — | |
| Institutional AUM | $2M | 7.9% | — | — | |
Client Count Segments | |||||
| HNW Clients | 18 | 14.3% | — | — | |
| Individuals | 30 | 0.0% | — | — | |