The THE H GROUP WASHINGTON is a privately held investment adviser that advises $2.37Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. THE H GROUP WASHINGTON is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 60.66% over the last 5-years.
The Group has been registered with the SEC for 35.06 years and is comprised of 2 filing and 0 relying advisers. They operate out of 20 office locations with their Headquarters at 3395 SW GARDEN VIEW AVE, PORTLAND, OREGON. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 63 employees comprised of 51 investment and 12 non-investment staff. The total number of Employees decreased by 35.71% over the last 5-years.
Their $2.37Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $1.19Bn or 50.35% of Total Assets and Individuals own $1.15Bn or 48.74% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
THE H GROUP WASHINGTON names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.