| Total AUM | $284.9M |
| Discretionary | $284.9M100% of AUM |
| Client Accounts | 639 |
| Avg Account Size | $446K |
| Employees | 4 |
| Peak AUM | $284.9MFeb 2026 |
| AUM CAGR | +15.2% /yrover 6 yrs · 37 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $285M | +24.6% | +29.5% | +18.9% | |
| Discretionary AUM | |||||
| Total AUM | $284.9M |
| Discretionary | $284.9M |
| Employees | 4 |
| Client Accounts | 639 |
| Client Range | 251-500 |
Address
9450 SW GEMINI DR
BEAVERTON OR 97008-7105
Phone
541-463-0899
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$285M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$285M
| $285M |
| +24.6% |
| +29.5% |
| +18.9% |
| Total Accounts | 639 | +7.8% | +14.7% | +8.0% |
| Avg Account Size | $445,781.704 | +15.6% | +12.9% | +10.1% |
| Employees | 4 | 20.0% | 12.3% | 4.2% |
| AUM / Employee | $71M | +55.7% | +47.7% | +24.1% |
Client AUM Segments | |||||
| Wealth AUM | $285M | +24.6% | +29.5% | +19.3% | |
Client Count Segments | |||||
| HNW Clients | 216 | 8.5% | +2.5% | +47.7% | |
| Individuals | 160 | +23.1% | 9.7% | +13.9% | |