RIA Intel›Advisers›Washington›PERFORMANCE TRACKING INC.

PERFORMANCE TRACKING INC.

Advisory

WA

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in WA

#466

of 505 advisers by AUM

Average account

$467K

across 131 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients92

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

92 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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MCCORMICK CAPITAL MANAGEMENT

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PROVIDENT LIVING ADVISORS LLC

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