Horst & Graben Wealth Management, LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 297368
- Registered since
- June 27, 2018
- Website
- horstandgraben.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.42%
- Individuals34.08%
- Pension & Profit Sharing Plans7.4%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Horst & Graben Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2018 and operates as a limited liability company. The firm serves individuals, families and some institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a separate capital allocator to outside managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities13%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Jamieson Grabenhorst
Owner, PartnerCRD 4362410
Edward Truax
Investment Advisor RepresentativeCRD 1964666
Rebecca Phillips
Associate AdvisorCRD 8227238
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$803M in ETFs
52%
$417M
18%
$386M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $76.3M | 868,783 | 9.50% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 6600 Sw 92nd Ave
- Time zone
- PT (UTC-8)
- Office locations
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