| As of Date | 06/20/2025 |
| Registration status | Terminated |
| ADV Location | BOTHELL, WA, United States |
| Contact Info | (42 xxxxxxx |
| Websites |
| AUM* | 209,397,830 7% |
| of that, discretionary | 162,132,610 12% |
| Private Fund GAV* | 0 |
| Avg Account Size | 625,068 4% |
| % High Net Worth | 45.45% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 2
of those in investment advisory functions 1
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds