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
7

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 registered with the SEC in 2015 that provides fee-based portfolio management for both individual and institutional clients. The firm’s client base includes individuals and families as well as businesses and institutions; its advisory activity focuses on portfolio management for individuals/small businesses and for businesses or institutions. Compensation is billed as a percentage of assets under management. The firm is not registered as a pension consultant, does not identify as an active ESG investor, and is not characterized as a capital allocator or a related adviser in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 93%, Other 6%, Cash & Cash Equivalents 1%93%
  • Public Funds/Mutual Funds93%
  • Other6%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Klinton Miyao

    Klinton Miyao

    Chief People OfficerCRD 4450146

  • Kristin Burnett

    Kristin Burnett

    Chief Compliance OfficerCRD 2702134

Contacts

3 of 5
  • Adam Khalek

    Adam Khalek

    Senior Investment AnalystCRD 7301785

  • Anne Lester

    Member of the Board of DirectorsCRD 4325801

  • Richard Arney

    Richard Arney

    Board of DirectorsCRD 4610781

Unlock 2 more contacts

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