Washington Financial Group, Inc.
CRD 132369SEC# 801-136644Osterville, MA
No longer SEC-registered. Washington Financial Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$119M
Employees
2
Accounts
710
Location
Osterville, MA
Washington Financial Group, Inc. assets under management
Washington Financial Group, Inc. is an investment advisory firm registered with the SEC based in Osterville, MA. It reports $119 million in regulatory assets under management and employs 2 people.
Washington Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Humam Khalil Sirhal Control | President & Cco | 50-75% | 1997 |
| Rebecca Shirley Sirhal Control | Treasurer | 25-50% | 2021 |
Frequently asked questions
How much does Washington Financial Group, Inc. manage?
Washington Financial Group, Inc. reports $119 million in regulatory assets under management on its Form ADV.
How many employees does Washington Financial Group, Inc. have?
Washington Financial Group, Inc. reports 2 employees.
Where is Washington Financial Group, Inc. located?
Washington Financial Group, Inc. is based in Osterville, MA.
Does Washington Financial Group, Inc. disclose fund performance?
Washington Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 832 Main Street, 2nd Floor, Osterville, MA 02655 |
| Office hours | 9:00- 4:00 |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$119Mregulatory AUM
Discretionary $119MNon-discretionary $58K