6600 Sw 92nd Ave
Suite 210
Portland, Oregon 97223
Tel: 503-342-8900
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 2 offices throughout the country.
HORST & GRABEN WEALTH MANAGEMENT, LLC is a Portland, Oregon based Financial Planning firm with nearly $649,922,265 assets under management, offering retirement planning & investment advisory services to 2482 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 297368 |
SEC# | 801-113498 |
Assets Managed by Firm | $649,922,265 |
No. of Clients | 2482 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2482 | $649,922,265 |
Individuals (other than high net worth individuals) | 974 | $281,988,720 |
High net worth individuals | 137 | $304,078,060 |
Pension and profit sharing plans | 16 | $61,390,243 |
Charitable organizations | Fewer than 5 clients | $1,587,102 |
Corporations or other businesses | Fewer than 5 clients | $878,140 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$34,385,256,113 | 126310 | 112 | |
$25,897,235,362 | 73 | 9 | |
$13,438,401,059 | 431 | 41 | |
$8,394,137,837 | 4068 | 60 | |
$6,856,132,947 | 1409 | 17 |
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