WASHINGTON FINANCIAL GROUP, INC.

Overview

Washington Financial Group, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers; it also operates as an insurance broker. Washington Financial Group charges a mix of fee types—percentage of AUM, hourly and fixed fees—and continues to generate transaction or product‑based revenue through commissions. The firm is identified as a capital allocator, which aligns with its practice of placing client capital with external managers and funds. Washington Financial Group does not self-identify as an active ESG investor and is not classified as a multi‑state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives