Tualatin, OR | Portland, OR | Melville, NY | |
|---|---|---|---|
| Assets under management | $78.3M | $82.8M | $82.2M |
| Asset growth, last 2 years | – | +80% | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 247 | 170 | 90 |
| Assets per client | $317K | $487K | $913K |
| Clients per advisor | 124 | 85 | 90 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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.