Adviser Profile

As of Date 05/07/2026
Registration SEC, Approved, 04/19/2007
Other registrations (1)
ADV Location LYNNWOOD, WA, United States
Contact Info 425 xxxxxxx
Websites
AUM* 455,536,320 33%
of that, discretionary 455,536,320 33%
Number of Employees 6
of those in investment advisory functions 6 20%
Private Fund GAV* 0
Avg Account Size 371,260 19%
% High Net Worth 35.57% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

456M 390M 325M 260M 195M 130M 65M
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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