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HUMAN CAPITAL
340 Pine Street
Suite 100
San Francisco, California 94104
Tel: 415-295-2379
About HUMAN CAPITAL
HUMAN CAPITAL, formally registered with the SEC as HUMAN CAPITAL. The firm was established in 07/27/2020. They have over 2 offices throughout the country.
HUMAN CAPITAL is a San Francisco, California based Financial Planning firm with nearly $2,141,921,492 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 56 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 296844 |
| SEC# | 801-119165 |
| Assets Managed by Firm | $2,141,921,492 |
| No. of Clients | 34 |
| No. of Advisors | 56 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 34 | $2,141,921,492 |
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