Stephanie
Roberts

The H Group Washington, Inc

CRD#6769517
Investment Advisor
in Portland, OR

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About this Advisor

Stephanie Roberts is a financial advisor based in Portland, Oregon, working with The H Group Washington, Inc. Stephanie has previously held positions at The H Group Washington, Inc, Harvest Capital Advisors, and When In Travel Series LLC. Stephanie has passed the Series 65 regulatory exam and is registered to provide services in Texas and Washington. Currently, Stephanie is part of The H Group Washington, Inc, which operates out of Portland, Oregon. The firm has 1 office and 7 employees. The firm manages assets totaling $223.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at The H Group Washington, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3395 Sw Garden View Ave.
Portland, OR 97225

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The H Group Washington, Inc Brokerage Details

Total Assets Under Management

$223,693,798

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

749

OR Average: 1,309
Average Account Size

$298,657

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Stephanie Roberts Work History

2020 - Present (5 years)

The H Group Washington, Inc

2019 - 2020 (1 year)

The H Group Washington, Inc

2018 - 2020 (2 years)

When In Travel Series LLC

2014 - 2018 (4 years)

Harvest Capital Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Stephanie Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The H Group Washington, Inc

Stephanie Roberts
Portland, OR
Aidan Beaton
Bellevue, WA
Esther Lamarche
Bellevue, WA
Jason Tafoya
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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