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THE H GROUP WASHINGTON, INC.

Advisory

N·PORTLAND, OR

Data as of Mar 29, 2024 · Source: SEC Form ADV

Total AUM
$256M
1-Year AUM Growth
+26.9%
3-Year CAGR
+14.8%
Employees
6
Assets Under Management
Total AUM$256M
Discretionary AUM$256M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients202
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingJan 22, 2019
Latest FilingMar 29, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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