|
⚲
|
| Washington Financial Group Inc
✚
|
|
|---|---|
| CRD # | 132369 |
| SEC # | 801-136644 |
| CIK # | 0001079736, 0001058690 |
| AUM | $119.0 M (2026-06-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 508-420-8341 |
| Address | 832 Main Street, 2nd Floor Osterville, MA 02655 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 38.5 |
| (b) Individuals (high net worth individuals) | 61 | 80.6 |
| (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 | 710 | 119.0 |
| By Discretionary | ||
| Discretionary | 707 | 119.0 |
| Non-Discretionary | 3 | 0.1 |
| Total | 710 | 119.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.0 | |
| Total | 710 | 119.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001058690] | |
| 10-Q | [0001058690] | |
| 3 | [0001058690] | |
| 4 | [0001058690] | |
| 5 | [0001058690] | |
| 8-K | [0001058690] | |
| SC 13G | [0001058690] | |
| 13F-HR | [0001079736] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Forest Hill Capital LLC | Washington Banking Co | [2014-02-14] |
| Wellington Management Co LLP | Washington Banking Co | [2014-02-14] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Wagner John L | |
| Washington Banking Co | |
| Shields Richard A Jr | |
| McDonald Bryan | |
| ENG Edward | |
| Altom Rhoda L | |
| Crawford Mark D | |
| Gavin Deborah J | |
| Miller Gragg E | |
| Severns Robert T | |
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