Overview
Assets Under Management: $108 million
Headquarters: GIG HARBOR, WA
High-Net-Worth Clients: 6
Average Client Assets: $18 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.20
Average High-Net-Worth Client Assets: $18 million
Total Client Accounts: 32
Discretionary Accounts: 32
Regulatory Filings
CRD Number: 332767
Last Filing Date: 2025-01-21 00:00:00