| As of Date | 03/28/2026 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Oregon, Approved, 02/07/2023 |
| AUM* | 1,702,575 138% |
| of that, discretionary | 1,702,575 151% |
| Private Fund GAV* | 0 |
| Avg Account Size | 130,967 -27% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 503 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds