| Total AUM | $8.62B |
| Discretionary | $8.62B100% of AUM |
| Client Accounts | 128 |
| Avg Account Size | $67.4M |
| Employees | 83 |
| Peak AUM | $37.36BMar 2012 |
| AUM CAGR | +20.4% /yrover 25 yrs · 68 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8.6B | +2.7% | +17.2% | +16.5% | |
| Discretionary AUM | $8.6B | ||||
| Total AUM | $8.62B |
| Discretionary | $8.62B |
| Employees | 83 |
| Client Accounts | 128 |
| Client Range | 11-25 |
Address
1300 N STATE ST.
BELLINGHAM WA 98225-4730
Phone
360-734-9900
Filing History
68 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$8.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$8.6B
| +2.7% |
| +17.2% |
| +16.5% |
| Total Accounts | 128 | +15.3% | +2.8% | +8.7% |
| Avg Account Size | $67M | 10.9% | +14.0% | +7.2% |
| Employees | 83 | +3.8% | +4.0% | +4.5% |
| AUM / Employee | $104M | 1.0% | +12.7% | +11.6% |
Client AUM Segments | |||||
| Wealth AUM | $199M | +13.9% | +14.2% | +20.3% | |
| Institutional AUM | $58M | +33.6% | +27.1% | +27.8% | |
| Fund / Pooled AUM | $8.4B | +2.3% | +17.2% | +16.4% | |
Client Count Segments | |||||
| HNW Clients | 20 | +11.1% | 11.7% | 1.9% | |
| Institutional | 16 | +14.3% | +19.4% | +22.1% | |
| Pooled / Fund | 5 | 0.0% | 5.5% | +4.6% | |
| Individuals | 50 | +19.0% | +14.7% | +23.1% | |