Overview
Assets Under Management: $296 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 79
Average Client Assets: $3.2 million
Frequently Asked Questions
HINES WARNER WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145662), HINES WARNER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HINES WARNER WEALTH MANAGEMENT, LLC is headquartered in PORTLAND, OR.
HINES WARNER WEALTH MANAGEMENT, LLC serves 79 high-net-worth clients according to their SEC filing dated February 10, 2018. View client details ↓
According to their SEC Form ADV, HINES WARNER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
HINES WARNER WEALTH MANAGEMENT, LLC manages $296 million in client assets according to their SEC filing dated February 10, 2018.
According to their SEC Form ADV, HINES WARNER WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.00%
Average Client Assets: $3.2 million
Total Client Accounts: 537
Discretionary Accounts: 521
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 145662
Filing ID: 1175378
Last Filing Date: 2018-02-10 17:00:00