$55MM AUM | $600,000 GDC in
Lake Oswego, OR
Primarily fee based RIA. We do maintain a broker dealer relationship, primarily for incoming accounts, and servicing commissioned based products previously sold. The majority of our business comes by way of other advisers and professional relationships. We write a large amount of life insurance for business owners, executive benefit arrangements and estate planning purposes and are one of the few that offer true 409(A) Deferred Comp.