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THE H GROUP, INC.
3395 Sw Garden View Ave
Portland, Oregon 97225
Tel: 503-292-5853
About THE H GROUP, INC.
THE H GROUP, INC, formally registered with the SEC as THE H GROUP, INC. The firm was established in 07/18/1991. They have over 4 offices throughout the country.
THE H GROUP, INC. is a Portland, Oregon based Financial Planning firm with nearly $778,161,780 assets under management, offering retirement planning & investment advisory services to 2564 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106801 |
| SEC# | 801-39523 |
| Assets Managed by Firm | $778,161,780 |
| No. of Clients | 2564 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2564 | $778,161,780 |
| Individuals (other than high net worth individuals) | 752 | $302,208,137 |
| High net worth individuals | 182 | $426,650,550 |
| Charitable organizations | 6 | $35,203,732 |
| Corporations or other businesses | 7 | $14,099,361 |
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