| As of Date | 03/25/2026 |
| Registration | Oregon, Approved, 11/08/2022 |
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| ADV Location | WEST VALLEY, UT, United States |
| Contact Info | 323 xxxxxxx |
| Websites |
| AUM* | 87,004,094 116% |
| of that, discretionary | 83,447,942 119% |
| Private Fund GAV* | 0 |
| Avg Account Size | 226,573 33% |
| % High Net Worth | 45.54% 35% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 2 100%
of those in investment advisory functions 1
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds