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Building 2THE HUMPHREYS GROUP

Map pinSAN FRANCISCO, CA
Phone415-928-0401
NotebookSEC #801-63494
Total AUM
$283.6M
Employees
6
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 MONTGOMERY STREET
SUITE 1850
SAN FRANCISCO
CA 94104
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
415-928-0401

ReceiptFinancials

Total AUM
$283.6M
Accounts
121
Discretionary
$283.6M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
47
AUM
$12.8M
HNW Individual Clients
69
AUM
$253.8M
Pension/Profit Sharing Plan Clients
3
AUM
$11.6M
Charitable Organization Clients
2
AUM
$5.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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