Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 05/25/1975
ADV Location SEATTLE, WA, United States
Contact Info 206 xxxxxxx
Websites
AUM* 114,794,748 -76%
of that, discretionary 114,794,748 -76%
Number of Employees 380 7%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 19,132,458 -72%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans
- Other

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

491M 421M 351M 280M 210M 140M 70M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary