Beaverton, OR | Tigard, OR | Lake Oswego, OR | |
|---|---|---|---|
| Assets under management | $33.5M | $35.4M | $31.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 50 | 40 | 46 |
| Assets per client | $671K | $885K | $688K |
| Clients per advisor | 25 | 20 | 46 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (May 2026, 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.