The H Group Washington Inc

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Assets, Funds, Holdings

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The H Group Washington Inc
CRD #300464
SEC #801-114735
CIK #
AUM $256.5 M (2025-03-31)
Employees 6 (100% Investors, 0% Brokers)
Phone425-827-6236
Address3395 SW Garden View Ave
Portland, OR 97225
Source [IAPD]
Total AUM ($M)
3002401801206002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 118 44.1
(b) Individuals (high net worth individuals) 84 212.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 763 256.5
By Discretionary
Discretionary 763 256.5
Non-Discretionary 0 0.0
Total 763 256.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 256.5
Total 763 256.5
Comparable Firms State AUM ($B)
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0.3
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MI 0.3
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MA 0.3
Clarus Wealth Advisors LLC
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Avalon Advisory Group LLC
PA 0.3
Orion Capital Management LLC
CA 0.3
Summit Place Financial Advisors LLC
NJ 0.3
Friedlander Brenda S
CA 0.3
Firstmetric LLC
MI 0.3
Greenbridge Partners LLC
FL 0.3
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