| Total AUM | $112.5M |
| Discretionary | $112.5M100% of AUM |
| Client Accounts | 464 |
| Avg Account Size | $242K |
| Employees | 5 |
| Peak AUM | $112.5MMar 2026 |
Total AUM
$113M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $113M | +0.9% | — | — | — |
| Discretionary AUM | $113M | +0.9% | |||
| Total AUM | $112.5M |
| Discretionary | $112.5M |
| Employees | 5 |
| Client Accounts | 464 |
| Client Range | 11-25 |
Address
9600 SW BARNES RD
PORTLAND OR 97225
Phone
(503) 433-7946
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$113M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
— |
| Total Accounts | 464 | +0.9% | — | — | — |
| Avg Account Size | $242,491.819 | +0.0% | — | — | — |
| Employees | 5 | 0.0% | — | — | — |
| AUM / Employee | $23M | +0.9% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $112M | +0.9% | — | — | — |
| Institutional AUM | $26,100 | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 111 | +0.9% | — | — | — |
| Institutional | 1 | — | — | — | — |
| Individuals | 60 | 1.6% | — | — | — |