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Building 2THE H GROUP WASHINGTON, INC.

Map pinPORTLAND, OR
Phone425-827-6236
NotebookSEC #801-114735
Total AUM
$256.5M
Employees
6
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3395 SW GARDEN VIEW AVE.
PORTLAND
OR 97225
United States
Operating Hours
8AM TO 4:30PM
Monday - Friday
Phone
425-827-6236
Other Offices
1

ReceiptFinancials

Total AUM
$256.5M
Accounts
763
Discretionary
$256.5M
Accounts
763
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$44.1M
HNW Individual Clients
84
AUM
$212.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAORTXWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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