| Total AUM | $203.9M |
| Discretionary | $165.4M81% of AUM |
| Non-Discretionary | $38.5M |
| Client Accounts | 406 |
| Avg Account Size | $502K |
| Employees | 2 |
| Peak AUM | $203.9MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $204M | +20.4% | +6.1% | +4.2% | |
| Discretionary AUM | |||||
| Total AUM | $203.9M |
| Discretionary | $165.4M |
| Employees | 2 |
| Client Accounts | 406 |
| Client Range | 51-100 |
Address
5335 MEADOWS ROAD
LAKE OSWEGO OR 97035
Phone
888-998-4796
Filing History
40 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$165M
81.1% of AUM
Non-Discretionary
$38M
18.9% of AUM
Disc. mix ▼ 2.9pp vs 1 year ago
No related registrations reported
| +5.2% /yrover 12 yrs · 40 filings |
Total AUM
$204M
| $165M |
| +16.3% |
| +7.6% |
| +5.3% |
| Non-Disc. AUM | $38M | +42.0% | +0.3% | +0.0% |
| Total Accounts | 406 | +0.5% | 6.6% | +20.5% |
| Avg Account Size | $502,126.468 | +19.8% | +13.6% | 13.6% |
| Employees | 2 | 0.0% | 12.6% | 7.7% |
| AUM / Employee | $102M | +20.4% | +21.4% | +12.8% |
Client AUM Segments | |||||
| Wealth AUM | $169M | +21.4% | +4.7% | +3.6% | |
| Institutional AUM | $35M | +15.8% | +13.9% | +7.4% | |
Client Count Segments | |||||
| HNW Clients | 56 | 9.7% | 12.3% | 12.9% | |
| Institutional | 9 | 10.0% | 20.6% | 16.9% | |
| Individuals | 53 | +12.8% | +2.6% | +20.0% | |