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Stephanie Marie Roberts

THE H Group Washington, Inc.

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About Stephanie Marie Roberts

Stephanie Roberts is a registered Investment Advisor Representative with The H Group Washington, Inc. Stephanie has been in the industry since 2014 and has worked at several firms in the Bellevue area. Stephanie is currently registered with the state of Washington and Texas as an Investment Advisor Representative.

Firm Information

Stephanie Roberts is currently registered with THE H Group Washington, Inc.. THE H Group Washington, Inc. is an investment advisor registered with the SEC and located in PORTLAND, OR. The firm provides financial planning and portfolio management for individuals and businesses. They manage approximately $223,693,798 in assets for 749 accounts. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth clients.
THE H Group Washington, Inc.

3395 SW GARDEN VIEW AVE.

PORTLAND, OR 97225

$223.69M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephanie Roberts’s Registration & Firm History

OR

07/06/2020 - Present

THE H Group Washington, Inc. (PORTLAND OR)

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Licenses & Designations

IA

Issued 07/06/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Marie Roberts.
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