Overview
Assets Under Management: $1.9 billion
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 109
Average Client Assets: $3 million
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