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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | E | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | D | Control |
| HINES, ALVIS, EARL | I | PRINCIPAL/MANAGING MEMBER | D | Control |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, MANAGING MEMBER | D | Control |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL, MANAGING MEMBER | D | Control |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER / MEMBER | A | Control |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER / MEMBER | A | Control |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER / MEMBER | A | Control |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER / MEMBER | A | Control |
| WARNER, GREGORY, TODD | I | CHIEF COMPLIANCE OFFICER / MEMBER | A | Control |
Registrations
Federal
IA
Mar 12, 2019 REGISTERED
Notice Filings (5)
CA NE OR TX WA
Address
1500 SW FIRST AVENUESUITE 990
PORTLAND, OR 97201
United States
Phone: 503-292-2775