Adviser Profile
| As of Date | 07/07/2026 |
| Registration | Washington, Approved, 08/13/2024 |
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| Former registrations | |
| ADV Location | SEATTLE, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 78,527,362 30% |
| of that, discretionary | 71,057,810 24% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 694,932 96% |
| % High Net Worth | 67.26% -5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds