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Home > Retirement Planners > oregon > lake oswego > HORST & GRABEN WEALTH MANAGEMENT, LLC
HORST & GRABEN WEALTH MANAGEMENT, LLC
525 3rd St
Suite 327
Lake Oswego, Oregon 97034
Tel: 503-342-8900
About HORST & GRABEN WEALTH MANAGEMENT, LLC
HORST & GRABEN WEALTH MANAGEMENT, LLC, formally registered with the SEC as HORST & GRABEN WEALTH MANAGEMENT, LLC. The firm was established in 06/27/2018. They have over 3 offices throughout the country.
HORST & GRABEN WEALTH MANAGEMENT, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $577,286,655 assets under management, offering retirement planning & investment advisory services to 2591 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 297368 |
| SEC# | 801-113498 |
| Assets Managed by Firm | $577,286,655 |
| No. of Clients | 2591 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2591 | $577,286,655 |
| Individuals (other than high net worth individuals) | 788 | $187,241,099 |
| High net worth individuals | 251 | $332,993,155 |
| Pension and profit sharing plans | 17 | $54,064,215 |
| Charitable organizations | Fewer than 5 clients | $2,339,453 |
| Corporations or other businesses | Fewer than 5 clients | $648,733 |
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