Tacoma, WA | Spokane, WA | ||
|---|---|---|---|
| Assets under management | $175.2M | $184.4M | $184M |
| Asset growth, last 2 years | +17% | +12% | +39% |
| Advisory staff | 3 | 3 | 2 |
| Individual clients | 146 | 164 | 141 |
| Assets per client | $1.2M | $1.1M | $1.3M |
| Clients per advisor | 49 | 55 | 71 |
| Main custodian | Schwab | Schwab | Pershing |
| Filing with the SEC since | 2019 | 2022 | 2020 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 3 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.