| Total AUM | $152.2M |
| Discretionary | $152.2M100% of AUM |
| Client Accounts | 717 |
| Avg Account Size | $212K |
| Employees | 5 |
| Peak AUM | $234.8MJan 2022 |
| AUM CAGR | +7.1% /yrover 5 yrs · 16 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $152M | 23.2% | 10.7% | 6.9% | |
| Discretionary AUM | $152M | ||||
| Total AUM | $152.2M |
| Discretionary | $152.2M |
| Employees | 5 |
| Client Accounts | 717 |
| Client Range | 101-250 |
Address
4660 NE BELKNAP COURT
HILLSBORO OR 97124
Phone
503-714-9531
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$152M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$152M
| 23.2% |
| 10.7% |
| 6.9% |
| Total Accounts | 717 | 22.0% | 16.6% | +2.1% |
| Avg Account Size | $212,237.206 | 1.6% | +7.0% | 8.9% |
| Employees | 5 | 37.5% | 17.8% | +38.0% |
| AUM / Employee | $30M | +22.9% | +8.6% | 32.5% |
Client AUM Segments | |||||
| Wealth AUM | $151M | 23.4% | 10.6% | 6.4% | |
| Institutional AUM | $918,830 | +47.3% | 20.3% | 34.4% | |
Client Count Segments | |||||
| HNW Clients | 225 | 23.5% | 20.5% | 17.3% | |
| Individuals | 46 | 22.0% | 8.5% | 5.8% | |