Overview
Assets Under Management: $1.9 billion
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Frequently Asked Questions
HUMAN INVESTING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133017), HUMAN INVESTING, LLC is subject to fiduciary duty under federal law.
HUMAN INVESTING, LLC is headquartered in LAKE OSWEGO, OR.
HUMAN INVESTING, LLC serves 109 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, HUMAN INVESTING, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HUMAN INVESTING, LLC manages $1.9 billion in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, HUMAN INVESTING, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,957
Discretionary Accounts: 2,866
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 133017
Filing ID: 1956758
Last Filing Date: 2025-03-19 17:19:00
Website: https://humaninvesting.com