HORST & GRABEN WEALTH MANAGEMENT, LLC

6600 Sw 92nd Ave
Suite 210
Portland, Oregon 97223
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 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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (EDUCATIONAL CLASSES)

Firm Client Information

	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

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