Overview
Assets Under Management: $797 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 3
Average Client Assets: $95 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.90
Average High-Net-Worth Client Assets: $95 million
Total Client Accounts: 1,207
Discretionary Accounts: 1,195
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 297368
Filing ID: 1948653
Last Filing Date: 2025-03-14 20:15:00
Website: https://horstandgraben.com