| Total AUM | $1.30B |
| Discretionary | $1.30B100% of AUM |
| Client Accounts | 5,353 |
| Avg Account Size | $243K |
| Employees | 14 |
| Peak AUM | $1.30BMar 2026 |
| AUM CAGR | +20.1% /yrover 21 yrs · 69 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +23.5% | +24.2% | +22.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.30B |
| Discretionary | $1.30B |
| Employees | 14 |
| Client Accounts | 5353 |
| Client Range | 1-10 |
Address
13215 SE MILL PLAIN BLVD
VANCOUVER WA 98684
Phone
206-386-5455
Filing History
69 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$1.3B
| $1.3B |
| +23.5% |
| +24.2% |
| +23.9% |
| Total Accounts | 5k | 5.4% | +68.7% | +22.2% |
| Avg Account Size | $242,746.846 | +30.5% | 26.4% | +0.4% |
| Employees | 14 | +7.7% | +8.4% | +11.8% |
| AUM / Employee | $93M | +14.6% | +14.6% | +9.7% |
Client AUM Segments | |||||
| Wealth AUM | $711M | +9.9% | +12.1% | +13.2% | |
| Institutional AUM | $6M | 75.8% | +76.5% | 6.2% | |
| Fund / Pooled AUM | $41M | +103.4% | +29.7% | 4.9% | |
| Other AUM | $542M | +49.4% | +58.1% | +86.5% | |
Client Count Segments | |||||
| HNW Clients | 944 | +5.1% | +0.1% | 11.7% | |
| Institutional | 2 | 86.7% | — | — | |
| Pooled / Fund | 3 | +50.0% | +14.5% | 12.9% | |
| Individuals | 209 | +4.5% | +16.0% | +71.7% | |