HINES & WARNER WEALTH MANAGEMENT, LLC
Legal name: HINES WARNER WEALTH MANAGEMENT, LLC
CRD #145662 SEC #801-71085 PORTLAND, OR 503-292-2775
SEC Registered
Total AUM
$292.6M
Discretionary
$277.2M
Employees
7
Clients
1
Accounts
591
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $292.6M | $277.2M | $15.4M | 7 | 3 |
| Feb 2018 | $296.3M | $279.7M | $16.5M | 6 | 13 |
| Jan 2017 | $240.9M | $228.4M | $12.5M | 6 | 100 |
| Aug 2016 | $201.3M | $186.6M | $14.7M | 6 | 100 |
| Feb 2016 | $201.3M | $186.6M | $14.7M | 6 | 100 |
| Aug 2015 | $174.1M | $160.2M | $13.9M | 5 | 100 |
| Jul 2015 | $174.1M | $160.2M | $13.9M | 5 | 100 |
| Mar 2015 | $174.1M | $160.2M | $13.9M | 5 | 100 |
| Apr 2014 | $155.5M | $140.4M | $15.1M | 3 | 200 |
| Mar 2014 | $155.5M | $140.4M | $15.1M | 3 | 200 |
| Nov 2013 | $107.5M | $97M | $10.5M | 3 | 300 |
| Mar 2013 | $107.5M | $97M | $10.5M | 3 | 300 |
| Mar 2012 | $91.9M | $90.1M | $1.8M | 1 | 26 |
| Jul 2011 | $70M | $70M | $0 | 5 | -- |
| Jul 2010 | $51.6M | $51.6M | $0 | 5 | -- |
| Jun 2010 | $51.6M | $51.6M | $0 | 5 | -- |
| Apr 2010 | $51.6M | $51.6M | $0 | 5 | -- |
DateMar 2019
Total AUM$292.6M
Discretionary$277.2M
Non-Disc.$15.4M
Employees7
Clients3
DateFeb 2018
Total AUM$296.3M
Discretionary$279.7M
Non-Disc.$16.5M
Employees6
Clients13
DateJan 2017
Total AUM$240.9M
Discretionary$228.4M
Non-Disc.$12.5M
Employees6
Clients100
DateAug 2016
Total AUM$201.3M
Discretionary$186.6M
Non-Disc.$14.7M
Employees6
Clients100
DateFeb 2016
Total AUM$201.3M
Discretionary$186.6M
Non-Disc.$14.7M
Employees6
Clients100
DateAug 2015
Total AUM$174.1M
Discretionary$160.2M
Non-Disc.$13.9M
Employees5
Clients100
DateJul 2015
Total AUM$174.1M
Discretionary$160.2M
Non-Disc.$13.9M
Employees5
Clients100
DateMar 2015
Total AUM$174.1M
Discretionary$160.2M
Non-Disc.$13.9M
Employees5
Clients100
DateApr 2014
Total AUM$155.5M
Discretionary$140.4M
Non-Disc.$15.1M
Employees3
Clients200
DateMar 2014
Total AUM$155.5M
Discretionary$140.4M
Non-Disc.$15.1M
Employees3
Clients200
DateNov 2013
Total AUM$107.5M
Discretionary$97M
Non-Disc.$10.5M
Employees3
Clients300
DateMar 2013
Total AUM$107.5M
Discretionary$97M
Non-Disc.$10.5M
Employees3
Clients300
DateMar 2012
Total AUM$91.9M
Discretionary$90.1M
Non-Disc.$1.8M
Employees1
Clients26
DateJul 2011
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees5
Clients--