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HUMAN INVESTING
HUMAN INVESTING, LLC
CRD 133017 · SEC 801-63556
6000 MEADOWS RD, SUITE 105, LAKE OSWEGO, OR, 97035, United States
Phone
503-905-3100
Fax
503-715-4940
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.22B
Discretionary AUM
$964.2M
Team
28 total employees; 18 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingTAX CONSULTING AND COMPLIANCE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1131 | $436.5M |
| High net worth individuals | 136 | $480.6M |
| Pension/profit sharing plans | 73 | $1.26B |
| Charitable organizations | 8 | $48.8M |
States served
AK, AZ, CA, ID, NY, OR, WA, TX
All web addresses on file
- https://www.humaninvesting.com/
- https://www.facebook.com/humaninvesting/
- https://x.com/hifinancialplan
- https://www.linkedin.com/company/human-investing
- https://access.humaninvesting.com/
- https://www.instagram.com/humaninvesting/
- https://www.trustpilot.com/review/www.humaninvesting.com?_gl=1*zx0by0*_gcl_au*MTk0NTU4MDM4My4xNzcxODY2MjU3*_ga*MTY2NjcwNDQ0LjE3N
Official SEC filing: View on IAPD