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HUMAN INVESTING
Tel: 503-905-3100
6000 Meadows Rd Suite 105
Lake Oswego, Oregon 97035
HUMAN INVESTING
HUMAN INVESTING is a Lake Oswego, Oregon based financial advisory firm with nearly $1,640,569,894 in assets under management and provides investment advisory services for 2481 clients. There are currently 22 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (TAX CONSULTING AND COMPLIANCE SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
133017
SEC#:
801-63556
No. of Clients:
2481
Assets under Management
$1,640,569,894
No. of Advisors:
22
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