Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > lake oswego > HUMAN INVESTING
HUMAN INVESTING
6000 Meadows Rd
Suite 105
Lake Oswego, Oregon 97035
Tel: 503-905-3100
About HUMAN INVESTING
HUMAN INVESTING, formally registered with the SEC as HUMAN INVESTING. The firm was established in 10/05/2004. They have over 1 offices throughout the country.
HUMAN INVESTING is a Lake Oswego, Oregon based Financial Planning firm with nearly $1,416,630,044 assets under management, offering retirement planning & investment advisory services to 2323 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133017 |
| SEC# | 801-63556 |
| Assets Managed by Firm | $1,416,630,044 |
| No. of Clients | 2323 |
| No. of Advisors | 21 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2323 | $1,416,630,044 |
| Individuals (other than high net worth individuals) | 769 | $275,580,729 |
| High net worth individuals | 76 | $219,460,370 |
| Pension and profit sharing plans | 75 | $895,140,589 |
| Charitable organizations | 8 | $26,448,356 |
More Retirement Planning firms in Lake Oswego, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $16,725,387,863 | 63 | 8 | |
| $16,214,303,154 | 116850 | 82 | |
| $13,067,305,312 | 425 | 37 | |
| $7,145,593,038 | 3808 | 55 | |
| $5,476,500,419 | 995 | 17 |
Explore More Retirement Advisors in Lake Oswego, Oregon