Assets Under Management

$1.9B

Number of Clients

1,111

Number of Advisors

13

Average Client AUM

$1.7M

AUM per Advisor

$144.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

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Location

6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035

13 Advisors at this firm