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HUMAN INVESTING
LAKE OSWEGO, OR
503-905-3100
SEC #801-63556Total AUM
$2.2B
Employees
28Clients
1,348Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6000 MEADOWS RD
SUITE 105
LAKE OSWEGO
OR 97035
United States
SUITE 105
LAKE OSWEGO
OR 97035
United States
Operating Hours
8:00AM - 5:00PM M-THU, 8:00AM-4:00PM FRI
Monday - Friday
Monday - Friday
Phone
503-905-3100
Financials
Total AUM
$2.2B
Accounts
3,382Discretionary
$964.2M
Accounts
3,289Non-Discretionary
$1.3B
Accounts
93
Clients
Individual Clients
1,131AUM
$436.5M
HNW Individual Clients
136AUM
$480.6M
Pension/Profit Sharing Plan Clients
73AUM
$1.3B
Charitable Organization Clients
8AUM
$48.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX CONSULTING AND COMPLIANCE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCAIDNYORTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.