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Building 2HORST & GRABEN WEALTH MANAGEMENT, LLC

Map pinPORTLAND, OR
Phone503-342-8900
NotebookSEC #801-113498
Total AUM
$920.1M
Employees
10
Clients
1,312

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6600 SW 92ND AVE
SUITE 210
PORTLAND
OR 97223
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
503-342-8900
Other Offices
1

ReceiptFinancials

Total AUM
$920.1M
Accounts
3,442
Discretionary
$839.3M
Accounts
3,200
Non-Discretionary
$80.7M
Accounts
242

ContactClients

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Individual Clients
1,082
AUM
$313.5M
HNW Individual Clients
217
AUM
$537.5M
Pension/Profit Sharing Plan Clients
12
AUM
$68.1M
Charitable Organization Clients
1
AUM
$955.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
EDUCATIONAL CLASSES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDMTNHORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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