| Total AUM | $178.7M |
| Discretionary | $178.7M100% of AUM |
| Client Accounts | 683 |
| Avg Account Size | $262K |
| Employees | 3 |
| Peak AUM | $186.7MMar 2025 |
| AUM CAGR | +7.2% /yrover 5 yrs · 9 filings |
Total AUM
$179M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $179M | 4.3% | +11.3% | +7.2% | |
| Discretionary AUM | $179M | ||||
| Total AUM | $178.7M |
| Discretionary | $178.7M |
| Employees | 3 |
| Client Accounts | 683 |
| Client Range | 101-250 |
Address
2737 78TH AVENUE SE
MERCER ISLAND WA 98040
Phone
206-232-4500
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$179M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| 4.3% |
| +11.3% |
| +7.2% |
| Total Accounts | 683 | 1.6% | +6.5% | +26.2% |
| Avg Account Size | $261,659.145 | 2.7% | +4.5% | 15.0% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $60M | 4.3% | +11.3% | +7.2% |
Client AUM Segments | |||||
| Wealth AUM | $179M | 4.3% | +11.3% | +7.2% | |
Client Count Segments | |||||
| HNW Clients | 168 | +12.0% | +0.8% | 2.4% | |
| Individuals | 45 | 6.3% | +11.7% | +9.4% | |