Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 10/21/2019
ADV Location SALEM, OR, United States
Contact Info 503 xxxxxxx
Websites
AUM* 201,771,685 15%
of that, discretionary 201,771,685 15%
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 245,166 24%
% High Net Worth 11.93% 2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

220M 188M 157M 125M 94M 63M 31M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary