Adviser Profile
| As of Date | 07/04/2026 |
| Registration status | Registration Changed to WASHINGTON FINANCIAL GROUP, INC. |
| ADV Location | OSTERVILLE, MA, United States |
| Contact Info | 508 xxxxxxx |
| AUM* | 119,042,191 22% |
| of that, discretionary | 118,984,583 31% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 167,665 11% |
| % High Net Worth | 28.64% 15% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
1
1
1
1
Private Funds
No private funds