Aidan
Beaton

The H Group Washington, Inc

CRD#7301109
Investment Advisor
in Bellevue, WA

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About this Advisor

Aidan Beaton is a financial advisor based in Bellevue, Washington, working with The H Group Washington, Inc. Aidan has previously held positions at The H Group Washington, Inc, Harvest Capital Advisors, Still Spa, and the University of Washington. Aidan has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Aidan is part of The H Group Washington, Inc, which operates out of Bellevue, Washington. The firm has 1 office and 7 employees. The firm manages assets totaling $223.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at The H Group Washington, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11400 Se 8Th Street Suite 235
Bellevue, WA 98004

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The H Group Washington, Inc Brokerage Details

Total Assets Under Management

$223,693,798

WA Average: $1,120,203,312
Total Number of Employees

7

WA Average: 50
Total Number of Accounts

749

WA Average: 1,309
Average Account Size

$298,657

WA Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Aidan Beaton Work History

2020 - Present (4 years)

The H Group Washington, Inc

2020 - 2020 (< 1 year)

The H Group Washington, Inc

2019 - 2019 (< 1 year)

The H Group Washington, Inc

2017 - 2018 (1 year)

Harvest Capital Advisors

2016 - 2017 (1 year)

Still Spa

2013 - 2017 (4 years)

University Of Washington

Disclosures

Please visit the SEC profile of Aidan Beaton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The H Group Washington, Inc

Stephanie Roberts
Portland, OR
Aidan Beaton
Bellevue, WA
Esther Lamarche
Bellevue, WA
Jason Tafoya
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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