Washington Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Washington Financial Group reports 213 clients. They include 152 individual clients and 61 high-net-worth individuals. Nearly all assets ($119M across 707 accounts) are managed with discretion; $57.6K across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 32% |
| High-net-worth individuals | 29% | 68% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 152 | $38.5M | 32.3% | $253K |
| High-net-worth individuals | 61 | $80.6M | 67.7% | $1.32M |
| Total | 213 | $119M | 100% | $559K |
- Clients
- 152
- Regulatory AUM
- $38.5M
- AUM share
- 32.3%
- Avg. per client
- $253K
- Clients
- 61
- Regulatory AUM
- $80.6M
- AUM share
- 67.7%
- Avg. per client
- $1.32M
Total
- Clients
- 213
- Regulatory AUM
- $119M
- AUM share
- 100%
- Avg. per client
- $559K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Washington Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and advisory services
- Planning analysis is billed at $200 an hour and other advisory and administrative services at $150 an hour, or as a negotiable flat fee.
Humam Sirhal owns 50% to 75% of Washington Financial Group. The leadership team of Washington Financial Group includes President Humam Sirhal. It has 2 employees.
Leadership
- Humam SirhalPresident & CCO
- Rebecca SirhalTreasurer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Washington Financial Group, Inc.
Humam Sirhal
Control person · since June 1997
- Owns 25% to 50% of Washington Financial Group, Inc.
Rebecca Sirhal
Control person · since April 2021
Besides its headquarters, Washington Financial Group has 3 offices (3 private residences, listed without an address), with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 832 Main Street, 2nd Floor, OstervilleHQ
Contact and registration details
- Legal name
- Washington Financial Group, Inc.
- Headquarters
- 832 Main Street, 2nd Floor, Osterville, MA 02655
- Website
- washingtonfinancialgroup.com
- Phone
- 508-420-8341
- SEC file
- 801-136644
- Structure
- Delaware corporation
- Fiscal year end
- December
Washington Financial Group does not have custody of client assets.
At year end, Washington Financial Group’s separately managed accounts were mostly in funds (62%) and stocks (37%).
What the accounts hold
- Stocks37%
- Funds62%
- Cash1%
How many clients does Washington Financial Group have?
Washington Financial Group has 213 clients and manages $119 million for them, as of July 2026. They include 152 individual clients and 61 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026
What services does Washington Financial Group offer?
Washington Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Washington Financial Group have?
Washington Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Washington Financial Group invest in?
At the end of its last fiscal year, Washington Financial Group’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Washington Financial Group?
Washington Financial Group’s direct owners are Humam Sirhal (50% to 75%) and Rebecca Sirhal (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 July 2026
How does Washington Financial Group get paid?
Washington Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Washington Financial Group?
Washington Financial Group’s main office is at 832 Main Street, 2nd Floor, Osterville, MA 02655. Its phone number is 508-420-8341. Its website is washingtonfinancialgroup.com.