The Humphreys Group
The Humphreys Group (CRD# 132415) is a financial advisory firm headquartered in San Francisco, CA. They manage $147,402,092 in 93 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management147MILLION
Total Number of Accounts93ACCOUNTS
Average Account Value$1,584,969
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Diane Bourdo (CRD# 2216637) is an Investment Advisor Representative working at The Humphreys Group in San Francisco, CA and has 1 year of experience in the finance industry. Diane Bourdo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.