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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at The Humphreys Group
Showing 1 - 1 of 1 top financial advisors.
Diane S. Bourdo
CRD#: 2216637
3401 Clay Street, Apt. 703, San Francisco, CA 94118

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.