Handy & Company Financial Advisors, Inc.

Handy & Company Financial Advisors, Inc. (CRD# 154417) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $56,680,792 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4550 Kruse Way, Ste 330, Lake Oswego, OR 97035
http://www.handycompany.com
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $260,004
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Handy & Company Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael Handy, financial advisor Lake Oswego OR
Michael R. Handy
CRD#: 2902921
4550 Kruse Way, Ste 330, Lake Oswego, OR 97035

Michael Handy (CRD# 2902921) is an Investment Advisor Representative working at Handy & Company Financial Advisors, Inc. in Lake Oswego, OR and has over 26 years of experience in the finance industry.

2
Nathan Reagan, financial advisor Lake Oswego OR
Nathan J. Reagan
CRD#: 6209549
4550 Kruse Way, Ste 330, Lake Oswego, OR 97035

Nathan Reagan (CRD# 6209549) is an Investment Advisor Representative working at Handy & Company Financial Advisors, Inc. in Lake Oswego, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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