Human Investing
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 133017
- Registered since
- October 5, 2004
- Website
- www.humaninvesting.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., THE STANDARD
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans56.57%
- HNWI21.61%
- Individuals19.63%
- Charitable Organizations2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Human Investing is an independent, individual‑owned registered investment adviser that has been SEC‑registered since 2004. The firm serves both individual and family clients as well as institutional clients, and it offers a mix of financial planning and portfolio management services — covering individuals/small businesses and businesses/institutions — along with pension consulting. Its billing approach combines asset‑based fees with hourly and fixed‑fee arrangements. The firm does not position itself as a capital allocator, and it is not identified as an active ESG investor.
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 Funds87%
- US Government Bonds5%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$732M in ETFs
90%
$659M
0%
$73.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $232M | 330,827 | 31.69% |
Location
Lake Oswego, OR
Clackamas
Location
Lake Oswego, OR
Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 6000 Meadows Rd
- Time zone
- PT (UTC-8)
- Office locations
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