HUMAN INTEREST ADVISORS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 269875
- Registered since
- June 25, 2015
- Website
- humaninterest.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
2 of 2KLINTON MIYAO
Chief People OfficerCRD 4450146
KRISTIN BURNETT
Chief Compliance OfficerCRD 2702134
Contacts
2 of 2Adam Khalek
Senior Investment AnalystCRD 7301785
RONNIE COX
Senior Vice President, InvestmentsCRD 5859050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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