DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 147861
HILLSBORO, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SCOTT DENIS ABRAHAMSON | Certified Financial Planner | HILLSBORO, OR | Gilbert, AZ | 5 | 28 | 2 | no |
| CHRISTOPHER EDWARD PAUL PAWLOWSKI | Certified Financial Planner | Hillsboro, OR | HILLSBORO, OR | 5 | 12 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALLEN, GREGORY, SCOTT | CHIEF COMPLIANCE OFFICER, OWNER | E | yes | 07/2023 | Mar 21, 2024 | Nov 13, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Hillsboro | Or | United States | 2 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $152M | $152M | 5 | 2 | 1 | n/a | n/a |
| 2024 | Mar 20, 2025 | $198M | $198M | 8 | 3 | 2 | n/a | n/a |
| 2023 | Mar 21, 2024 | $220M | $220M | 9 | 4 | 2 | n/a | n/a |
| 2022 | Mar 22, 2023 | $214M | $214M | 9 | 4 | 2 | n/a | n/a |
| 2021 | Jan 20, 2022 | $235M | $235M | 9 | 4 | 1 | n/a | n/a |
| 2020 | Mar 15, 2021 | $218M | $218M | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $152M | $198M | -23.2% | $214M | -10.7% | 5 | 8 | 1 | 2 |