Human Investing
Human Investing (CRD# 133017) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $1,640,569,894 in 2,481 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1,641MILLION
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Total Number of Accounts2,481ACCOUNTS
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Average Account Value$661,253
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AZ, CA, ID, NY, OR, TX, WA
Financial Advisors at Human Investing
11
Camryn Ronnow (CRD# 7743990) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has 1 year of experience in the finance industry.
12
Jacob Stewart (CRD# 7033816) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has over 3 years of experience in the finance industry.
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