1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE H GROUP, INC.

Map pinPORTLAND, OR
Phone503-292-5853
NotebookSEC #801-39523
Total AUM
$580.1M
Employees
15
Clients
748

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
8:00 AM TO 5:00 PM
Monday - Friday
Phone
503-292-5853
Other Offices
3

ReceiptFinancials

Total AUM
$580.1M
Accounts
1,849
Discretionary
$580.1M
Accounts
1,849
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
588
AUM
$219.7M
HNW Individual Clients
147
AUM
$298.8M
Pension/Profit Sharing Plan Clients
1
AUM
$8.8M
Charitable Organization Clients
6
AUM
$37.9M
Corporation or Business Clients
6
AUM
$14.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNHNMNVORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

Feature requires an account