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HANDY & COMPANY FINANCIAL ADVISORS, INC.
CRD 154417
4550 KRUSE WAY, STE 330, LAKE OSWEGO, OR, 97035-3594, United States
Phone
503-635-6100
Fax
503-635-8510
Registration
— (—)
Source
State registered
Total AUM
$68.7M
Discretionary AUM
$68.7M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $20.7M |
| High net worth individuals | 26 | $48.1M |
All web addresses on file
Official SEC filing: View on IAPD