Overview
Assets Under Management: $446 million
Headquarters: BEND, OR
High-Net-Worth Clients: 5
Average Client Assets: $53 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.99
Average High-Net-Worth Client Assets: $53 million
Total Client Accounts: 1,205
Discretionary Accounts: 1,197
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 131423
Filing ID: 1996185
Last Filing Date: 2025-06-06 11:17:00
Website: https://compliance-risk.com