Handy & Company Financial Advisors, Inc.

Handy & Company Financial Advisors, Inc. (CRD# 154417) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $32,000,000 in 255 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $125,490
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

OR

Financial Advisors at Handy & Company Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael R. Handy
CRD#: 2902921
4550 Kruse Way Plaza Ii, Ste 330, Lake Oswego, OR 97035
93
Wealthminder
score

Michael Handy (CRD# 2902921) is an Investment Advisor Representative working at Handy & Company Financial Advisors, Inc. in Lake Oswego, OR and has over 19 years of experience in the finance industry.

2
Nathan J. Reagan
CRD#: 6209549
4550 Kruse Way Plaza Ii, Ste 330, Lake Oswego, OR 97035
87
Wealthminder
score

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.

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