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Adviser Profile

As of Date 03/17/2025
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 5
Registration Oregon, Terminated, 06/04/2015
Other registrations (1)
AUM* 393,199,523 93.86%
of that, discretionary 390,584,668 93.99%
Private Fund GAV* 0
Avg Account Size 9,361,893 20.01%
% High Net Worth 52.27% 23.55%
SMA’s Yes
Private Funds 0
Contact Info 503 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

271M 232M 194M 155M 116M 77M 39M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary