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Home > Retirement Planners > oregon > portland > THE H GROUP WASHINGTON, INC.
THE H GROUP WASHINGTON, INC.
3395 Sw Garden View Ave.
Portland, Oregon 97225
Tel: 425-827-6236
About THE H GROUP WASHINGTON, INC.
THE H GROUP WASHINGTON, INC, formally registered with the SEC as THE H GROUP WASHINGTON, INC. The firm was established in 02/14/2019. They have over 2 offices throughout the country.
THE H GROUP WASHINGTON, INC. is a Portland, Oregon based Financial Planning firm with nearly $223,693,798 assets under management, offering retirement planning & investment advisory services to 749 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300464 |
| SEC# | 801-114735 |
| Assets Managed by Firm | $223,693,798 |
| No. of Clients | 749 |
| 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 749 | $223,693,798 |
| Individuals (other than high net worth individuals) | 156 | $67,669,737 |
| High net worth individuals | 57 | $155,969,033 |
| Corporations or other businesses | Fewer than 5 clients | $55,028 |
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