Human Interest Advisors LLC
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Overview
Human Interest Advisors LLC operates as an advisory company based in San Francisco, California. The firm oversees $2.1 billion in total assets across 183,527 customer accounts, placing it among the largest firms in the nation by assets under management (AUM). Human Interest Advisors LLC has a small team, including 1 financial advisor. Human Interest Advisors LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, options and stocks.
Human Interest Advisors LLC manages all of its client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without requiring client consent. Human Interest Advisors LLC's average account size is $11,473. An average advisor at Human Interest Advisors LLC administers about 183,527 client accounts.
Human Interest Advisors LLC's main office is at 655 Montgomery St., San Francisco, California 94111. The company is permitted to serve investors throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Human Interest Advisors LLC by the Numbers
$2.1 billion
5
183,527
$11.5 thousand
Fee Structure
A financial advisor's fees typically are based on which services the firm provides the client. However, fees charged by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Human Interest Advisors LLC works with retail investors, high net worth investors and pension plans. Out of its 183,527 clients, Human Interest Advisors LLC's biggest client type is retail investors, though it also caters to 20 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0.01%
- Other Individuals - 93.76%
- Corporations - 6.23%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Human Interest Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Human Interest Advisors LLC
San Francisco, CA
San Francisco, CA
Walnut Creek, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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