The H Group, Inc.

The H Group, Inc. (CRD# 106801) is a financial advisory firm headquartered in Portland, OR. They manage $778,161,780 in 2,564 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
3395 Sw Garden View Ave, Portland, OR 97225
https://www.facebook.com/pages/the-h-group/158594377836349
By the Numbers
  • Total Assets Under Management
    778
    MILLION
  • Total Number of Accounts
    2,564
    ACCOUNTS
  • Average Account Value
    $303,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NH, NM, NV, OR, TX, WA

Financial Advisors at The H Group, Inc.
Showing 11 - 12 of 12 top financial advisors.
11
Thomas Timberg, financial advisor Portland OR
Thomas P. Timberg
CRD#: 1821695
3395 Sw Garden View Ave, Portland, OR 97225

Thomas Timberg (CRD# 1821695) is an Investment Advisor Representative working at The H Group, Inc. in Portland, OR and has over 35 years of experience in the finance industry.

12
Lindsay Parret, financial advisor Portland OR
Lindsay M. Parret
CRD#: 6455684
3395 Sw Garden View Ave, Portland, OR 97225

Lindsay Parret (CRD# 6455684) is an Investment Advisor Representative working at The H Group, Inc. in Portland, OR and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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