The H Group Washington, Inc.

The H Group Washington, Inc. (CRD# 300464) is a financial advisory firm headquartered in Portland, OR. They manage $176,307,082 in 670 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $263,145
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.

LA, OR, TX, WA

Financial Advisors at The H Group Washington, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jason L. Tafoya
CRD#: 5807693
3395 Sw Garden View Ave., Portland, OR 97225

Jason Tafoya (CRD# 580769) is a fee only financial planner working at The H Group in Bellevue, WA.  He has been working in the financial planning industry since 2010 and has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Aidan L. Beaton
CRD#: 7301109
11400 Se 8th Street, Suite 235, Bellevue, WA 98004

Aidan Beaton (CRD# 7301109) is an Investment Advisor Representative working at The H Group Washington, Inc. in Bellevue, WA and has over 3 years of experience in the finance industry.

3
Esther J. Lamarche
CRD#: 1478794
11400 Se 8th Street, Suite 235, Bellevue, WA 98004

Esther Lamarche (CRD# 1478794) is an Investment Advisor Representative working at The H Group Washington, Inc. in Bellevue, WA and has over 37 years of experience in the finance industry.

4
Stephanie M. Roberts
CRD#: 6769517
3395 Sw Garden View Ave., Portland, OR 97225

Stephanie Roberts (CRD# 6769517) is an Investment Advisor Representative working at The H Group Washington, Inc. in Portland, OR and has over 3 years of experience in the finance industry.

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