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| The H Group Inc
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|
|---|---|
| CRD # | 106801 |
| SEC # | 801-39523 |
| CIK # | 0001542891 |
| AUM | $778.2 MM (2024-03-29) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 503-292-5853 |
| Address | 3395 SW Garden View Ave Portland, OR 97225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 752 | 302.2 |
| (b) Individuals (high net worth individuals) | 182 | 426.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 35.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 14.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,564 | 778.2 |
| By Discretionary | ||
| Discretionary | 2,564 | 778.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,564 | 778.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 778.2 | |
| Total | 2,564 | 778.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001542891] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
CS Planning Corp
✚
|
OR | 1.0 |
|
The H Group Inc
✚
|
OR | 0.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greatmark Investment Partners Inc
✚
|
GA | 0.8 |
|
The Gleason Group Inc
✚
|
KY | 0.8 |
|
Avion Wealth LLC
✚
|
TX | 0.8 |
|
Makrod Investment Associates Inc
✚
|
NJ | 0.8 |
|
Strategic Investment Solutions Inc
✚
|
IL | 0.8 |
|
Rainey & Randall Investment Management Inc
✚
|
FL | 0.8 |
|
Giraffes Inc
✚
|
MS | 0.8 |
|
The Pacific Center for Financial Services
✚
|
CA | 0.8 |
|
Altiora Financial Group LLC
✚
|
OH | 0.8 |
|
Tobias Financial Advisors Inc
✚
|
FL | 0.8 |