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Financial Advisor
Oregon
Lake Oswego
HUMAN INVESTING

HUMAN INVESTING

Tel: 503-905-3100 6000 Meadows Rd Suite 105 Lake Oswego, Oregon 97035

About HUMAN INVESTING

HUMAN INVESTING is a Lake Oswego, Oregon based financial advisory firm with nearly $1,640,569,894 in assets under management and provides investment advisory services for 2481 clients. There are currently 22 financial advisors at the firm.

General Information
Firm CRD#:

133017

Firm SEC#:

801-63556

Assets Under Management:

$1,640,569,894

No. of Clients:

2481

No. of Advisors:

22

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (TAX CONSULTING AND COMPLIANCE SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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