AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 331 | $0.1 |
| Average Individual AUM | $162,292 | |
| HNW | 36 | $0.0 |
| Average HNW AUM | $1,377,028 | |
| Retail Total | 367 | $0.1 |
| Average Retail AUM | $281,448 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| No control persons found |
ADVDB.CO • SOURCE: SEC
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH VAN VLEET | PORTLAND | OR | S65|2021-05-20 | ||||||
| SCOTT THURMAN | PORTLAND | OR | S66|2009-09-04|S65|2020-12-17 | ||||||
| ERIK LAWRENCE | PORTLAND | OR | S66|2002-10-04 | CERTIFIED FINANCIAL PLANNER | |||||
| SIRRA ANDERSON-CRUM | PORTLAND | OR | S65|2020-09-30 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.1 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 5 | 0 | 0% |
| 2022-04-01 | $0.1 | $0.0 | 50% | 4 | 1 | 25% |
| 2021-04-05 | $0.1 | $0.0 | 6% | 4 | 1 | 25% |
| 2020-04-01 | $0.1 | $0.0 | -12% | 5 | 0 | 0% |
| 2019-04-01 | $0.1 | $0.0 | -6% | 6 | -1 | -17% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| OR-09/06/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV