Social engagement
Social engagement: 3.2K social following, 10 posts in the last 12 months — above the industry median.
Investor mix
1 investor on record.
| Investor type | Count | Share |
|---|---|---|
| Other / undisclosed | 1 | 100% |
Hiring activity
Hires occasionally
1 role tracked across 1 of the last 12 months
Based on job postings tracked across public sources.
Recent activity
10 Jun 2026
Event
Markets Group 10th Annual Private Wealth Pacific Northwest Forum panel discussion on The Path Forward: Emerging Trends in Wealth Management