Washington Financial Group, Inc.

Overview

Washington Financial Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients and functions as a capital allocator—sourcing and placing client capital with external managers in addition to managing portfolios directly. Advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm also operates as an insurance broker and uses multiple fee arrangements (asset-based fees, hourly, fixed fees and commissions). Washington Financial Group, Inc. is not positioned as an ESG-active or multi-state adviser in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices