CM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.9B
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Advisor Information
Office location
6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Human Investing
January 2025 - Present · 1 yr
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.