HUMAN INTEREST ADVISORS LLC

RIASEC RegisteredEst. 2015
Total AUM
$8.1B
Discretionary
$8.1B
100% of AUM
Avg account
$10.6K
Accounts
762,032
Employees
6
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
269875
Registered since
June 25, 2015
Custodians
MATRIX TRUST
Fee structure
Percentage of AUM
Client types
  • Individuals96.7%
  • HNWI3.3%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Human Interest Advisors LLC is a limited liability company that has been SEC-registered since 2015. The firm serves both individual and family clients as well as institutional and business clients, charging fees as a percentage of assets under management. Its stated advisory activities focus on portfolio management for individuals and small businesses and on portfolio management for businesses or institutions. According to filings the firm is not a capital allocator, does not identify as an active ESG investor, and is not designated a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Cash & Cash Equivalents 1%, Other 1%98%
  • Public Funds/Mutual Funds98%
  • Cash & Cash Equivalents1%
  • Other1%

Owners & executives

2 of 2
  • KLINTON MIYAO

    Chief People OfficerCRD 4450146

  • KRISTIN BURNETT

    Chief Compliance OfficerCRD 2702134

Contacts

2 of 2
  • Adam Khalek

    Senior Investment AnalystCRD 7301785

  • RONNIE COX

    Senior Vice President, InvestmentsCRD 5859050

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
655 Montgomery St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth