CRD: 132369
Washington Financial Group, Inc.
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- Custodian
- Charles Schwab & Company · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-20-2005
- Office Locations
- 2
Office Locations
About Washington Financial Group, Inc.
HUB Retirement and Wealth Management – McLean delivers retirement plan consulting for employers and participant education, alongside wealth management and financial planning for professionals and families. As an independent, vendor-neutral team, it emphasizes transparent recommendations, plan design, and ongoing guidance through life and market changes. Portfolios primarily use public funds and ETFs; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
HUMAM KHALIL SIRHAL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2130828
- Ownership
- 50% but less than 75%
REBECCA SHIRLEY SIRHAL
TREASURER
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Laura Emily Sirhal
--
- CRD
- #7239416
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,984,583 | -- |
| Non-Discretionary | $57,608 | -- |
| Total | $119,042,191 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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