Human Interest Advisors LLC

Human Interest Advisors LLC (CRD# 269875) is a financial advisory firm headquartered in San Francisco, CA. They manage $99,876,472 in 8,514 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    8,514
    ACCOUNTS
  • Average Account Value
    $11,731
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Human Interest Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Roger R. Lee
CRD#: 6517613
300 Montgomery St., Suite 350, San Francisco, CA 94104
89
Wealthminder
score

Roger Lee (CRD# 6517613) is an Investment Advisor Representative working at Human Interest Advisors LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

2
Nicholas Carter
CRD#: 6776320
300 Montgomery St., Suite 350, San Francisco, CA 94104
87
Wealthminder
score

Nicholas Carter (CRD# 6776320) is an Investment Advisor Representative working at Human Interest Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.

3
Brett J. Celani
CRD#: 6092230
300 Montgomery St., Suite 350, San Francisco, CA 94104
87
Wealthminder
score

Brett Celani (CRD# 6092230) is an Investment Advisor Representative working at Human Interest Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.

4
Nicholas F. Ferdon
CRD#: 6689396
300 Montgomery St., Suite 350, San Francisco, CA 94104
87
Wealthminder
score

Nicholas Ferdon (CRD# 6689396) is an Investment Advisor Representative working at Human Interest Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.

5
Jordan O. Klein
CRD#: 6860450
300 Montgomery St., Suite 350, San Francisco, CA 94104
87
Wealthminder
score

Jordan Klein (CRD# 6860450) is an Investment Advisor Representative working at Human Interest Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.

6
Andrew Luong
CRD#: 6860486
300 Montgomery St., Suite 350, San Francisco, CA 94104
87
Wealthminder
score

Andrew Luong (CRD# 6860486) is an Investment Advisor Representative working at Human Interest Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.