Investment adviser · CRD 145662
HINES WARNER WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
HINES & WARNER WEALTH MANAGEMENT, LLC
PORTLAND, OR, United States · Form ADV filed Mar 12, 2019
- Regulatory AUM
- $293M Form ADV · Item 5.F
- Client accounts
- 591 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $207,740,785 | 71.0% |
| Individuals | 133 | $83,843,925 | 28.7% |
| Retirement plans | Fewer than 5 | $1,007,945 | 0.3% |
Filing source
Form ADV 1289352 · Mar 12, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1500 SW FIRST AVENUE, SUITE 990PORTLAND, OR, 97201, United States
CRD 145662
Filing source
Form ADV 1289352 · Mar 12, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.