HINES & WARNER WEALTH MANAGEMENT, LLC
HINES & WARNER WEALTH MANAGEMENT, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 145662). Regulatory assets under management: $292.6M.
Registration
- CRD: 145662
- SEC file number: 801-71085
- Type: Registered investment adviser
- Location: 1500 SW FIRST AVENUE, SUITE 990, PORTLAND, OR, 97201
- Phone: 503-292-2775
- Latest filing: 2019-03-12
- Regulatory AUM: $292.6M
- Discretionary AUM: $277.2M
- Non-discretionary AUM: $15.4M
- Clients: 7
- Accounts: 591
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| HINES ALVIS EARL | PRINCIPAL/MANAGING MEMBER | — |
| WARNER GREGORY TODD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / MEMBER; CHIEF COMPLIANCE OFFICER, PRINCIPAL, MANAGING MEMBER (+1 more) | — |
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