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Building 2HINES WARNER WEALTH MANAGEMENT, LLC

Map pinPORTLAND, OR
Phone503-292-2775
NotebookSEC #801-71085
Total AUM
$292.6M
Employees
7
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 SW FIRST AVENUE
SUITE 990
PORTLAND
OR 97201
United States
Operating Hours
8:00 AM - 5:00 P.M.
Monday - Friday
Phone
503-292-2775

ReceiptFinancials

Total AUM
$292.6M
Accounts
591
Discretionary
$277.2M
Accounts
574
Non-Discretionary
$15.4M
Accounts
17

ContactClients

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Individual Clients
133
AUM
$83.8M
HNW Individual Clients
52
AUM
$207.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANEORTXWA

HandshakeAffiliates

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

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