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Building 2HUMAN INVESTING

Map pinLAKE OSWEGO, OR
Phone503-905-3100
NotebookSEC #801-63556
Total AUM
$2.2B
Employees
28
Clients
1,348

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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