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WASHINGTON FINANCIAL GROUP, INC.
CRD 132369 · SEC 801-136644
832 MAIN STREET, 2ND FLOOR, OSTERVILLE, MA, 02655, United States
Phone
508-420-8341
Fax
508-420-8340
Registration
— (—)
Source
State registered
Total AUM
$119.0M
Discretionary AUM
$119.0M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersON MORE THAN AN OCCASIONAL BASIS, FURNISHES ADVICE TO CLIENTS ON MATTERS NOT INVOLVING SECURITIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $38.5M |
| High net worth individuals | 61 | $80.6M |
Official SEC filing: View on IAPD