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HUMAN INTEREST ADVISORS LLC
655 Montgomery St.
Suite 1800
San Francisco, California 94111
Tel: (855) 622-7824
About HUMAN INTEREST ADVISORS LLC
HUMAN INTEREST ADVISORS LLC, formally registered with the SEC as HUMAN INTEREST ADVISORS LLC. The firm was established in 06/25/2015. They have over 1 offices throughout the country.
HUMAN INTEREST ADVISORS LLC is a San Francisco, California based Financial Planning firm with nearly $3,448,251,436 assets under management, offering retirement planning & investment advisory services to 366293 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 269875 |
| SEC# | 801-100429 |
| Assets Managed by Firm | $3,448,251,436 |
| No. of Clients | 366293 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 366293 | $3,448,251,436 |
| Individuals (other than high net worth individuals) | 366241 | $3,322,034,242 |
| High net worth individuals | 52 | $126,217,194 |
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