The Humphreys Group

The Humphreys Group (CRD# 132415) is a financial advisory firm headquartered in San Francisco, CA. They manage $283,644,391 in 121 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
220 Montgomery Street, Suite 1850, San Francisco, CA 94104
https://www.humphreysgroup.com
By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $2,344,169
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.

CA, TX

Financial Advisors at The Humphreys Group
Showing 1 - 3 of 3 top financial advisors.
1
Diane Bourdo, financial advisor San Francisco CA
Diane S. Bourdo
CRD#: 2216637
220 Montgomery Street, Suite 1850, San Francisco, CA 94104

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.

2
Hallie Kraus, financial advisor San Francisco CA
Hallie E. Kraus
CRD#: 6432713
220 Montgomery Street, Suite 1850, San Francisco, CA 94104

Hallie Kraus (CRD# 6432713) is an Investment Advisor Representative working at The Humphreys Group in San Francisco, CA and has over 9 years of experience in the finance industry.

3
Alexis Olian, financial advisor San Francisco CA
Alexis W. Olian
CRD#: 6712308
220 Montgomery Street, Suite 1850, San Francisco, CA 94104

Alexis Olian (CRD# 6712308) is an Investment Advisor Representative working at The Humphreys Group in San Francisco, CA 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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