Overview
Assets Under Management: $224 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 84
Average Client Assets: $3 million
Frequently Asked Questions
THE H GROUP WASHINGTON, INC. 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 #300464), THE H GROUP WASHINGTON, INC. is subject to fiduciary duty under federal law.
THE H GROUP WASHINGTON, INC. is headquartered in PORTLAND, OR.
THE H GROUP WASHINGTON, INC. serves 84 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, THE H GROUP WASHINGTON, INC. offers financial planning and portfolio management for individuals. View all service details ↓
THE H GROUP WASHINGTON, INC. manages $224 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, THE H GROUP WASHINGTON, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 749
Discretionary Accounts: 749
Regulatory Filings
CRD Number: 300464
Last Filing Date: 2024-03-29 00:00:00
Website: https://focuspointsolutions.com