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| Happy Holidays!! thanks for using AUM13F!! |
| The H Group Inc
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| CRD # | 106801 |
| SEC # | 801-39523 |
| CIK # | 0001542891 |
| AUM | $580.1 M (2025-03-31) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 503-292-5853 |
| Address | 3395 SW Garden View Ave Portland, OR 97225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 588 | 219.7 |
| (b) Individuals (high net worth individuals) | 147 | 298.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.8 |
| (h) Charitable organizations | 6 | 37.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 14.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,849 | 580.1 |
| By Discretionary | ||
| Discretionary | 1,849 | 580.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,849 | 580.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 580.1 | |
| Total | 1,849 | 580.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001542891] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
CS Planning Corp
✚
|
OR | 1.3 |
|
The H Group Inc
✚
|
OR | 0.6 |
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|---|---|---|
|
Dream Capital Advisors LLC
✚
|
IL | 0.6 |
|
Weber Asset Management Inc
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|
NY | 0.6 |
|
Elevation Wealth Partners LLC
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CA | 0.6 |
|
Encompass More Asset Management LLC
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CA | 0.6 |
|
ACT Two Investors LLC
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|
0.6 | |
|
Murphy Pohlad Asset Management LLC
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|
MN | 0.6 |
|
McGowan & Co LLP
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|
PA | 0.6 |
|
Old Peak Finance LLC
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|
NC | 0.6 |
|
TCFG Investment Advisors LLC
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|
CA | 0.6 |
|
Woodward Financial Advisors Inc
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|
NC | 0.6 |