Overview
Assets Under Management: $284 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 69
Average Client Assets: $3.7 million
Frequently Asked Questions
THE HUMPHREYS GROUP 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 #132415), THE HUMPHREYS GROUP is subject to fiduciary duty under federal law.
THE HUMPHREYS GROUP is headquartered in SAN FRANCISCO, CA.
THE HUMPHREYS GROUP serves 69 high-net-worth clients according to their SEC filing dated February 16, 2024. View client details ↓
According to their SEC Form ADV, THE HUMPHREYS GROUP offers financial planning and portfolio management for individuals. View all service details ↓
THE HUMPHREYS GROUP manages $284 million in client assets according to their SEC filing dated February 16, 2024.
According to their SEC Form ADV, THE HUMPHREYS GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.49%
Average Client Assets: $3.7 million
Total Client Accounts: 121
Discretionary Accounts: 121
Regulatory Filings
CRD Number: 132415
Filing ID: 1825621
Last Filing Date: 2024-02-16 18:17:00