THE H Group, Inc.
SEC RegisteredAbout the firm
The H Group has partnered with Wealth Enhancement and is now represented as 5 advisor teams at Wealth Enhancement, located across Albuquerque NM, Bellevue WA, Salem OR, and Portland OR.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 588 | $220M |
| High Net Worth Individuals | 147 | $299M |
| State/Municipal Entities | 6 | — |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Schedule 1: First tier | 2.05% |
| Schedule 1: Second tier | 1.85% |
| Schedule 1: Third tier | 1.60% |
| Schedule 1: Fourth tier | 1.35% |
| Schedule 1: Fifth tier | 1.10% |
| Schedule 1: Sixth tier | 0.85% |
| Schedule 1: Seventh tier | 0.60% |
| Schedule 2: First tier | 1.50% |
| Schedule 2: Second tier | 1.00% |
| Schedule 2: Third tier | 0.85% |
| Schedule 2: Fourth tier | 0.60% |
Data as of March 31, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE H Group, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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