Adviser Profile

As of Date 01/11/2026
Registration status Terminated
ADV Location VANCOUVER, WA, United States
Contact Info 360 xxxxxxx
AUM* 222,308,614 11%
of that, discretionary 218,396,098 9%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,407,017 7%
% High Net Worth 57.81% -6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

373M 319M 266M 213M 160M 106M 53M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary