Longview, WA | |||
|---|---|---|---|
| Assets under management | $6.8M | $7.1M | $7.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 58 | 47 | 17 |
| Assets per client | $116K | $151K | $418K |
| Clients per advisor | 58 | 24 | 17 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, Sep 2026, May 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.