Horst & Graben Wealth Management is based out of Lake Oswego. Horst & Graben Wealth Management is a large advisory firm with 901 clients and discretionary assets under management (AUM) of $385,541,950 (Form ADV from 2020-06-04). Their last reported 13F filing for Q2 2020 included $227,787,000 in managed 13F securities and a top 10 holdings concentration of 66.05%. Horst & Graben Wealth Management's largest holding is iShares Russell Top 200 Value ETF with shares held of 793,196. Whalewisdom has at least 2 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|Number of employees:||4|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees|
|Amount of client funds and securities:|
|Total Number of Clients:||901|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|