Alexis
Olian
The Humphreys Group
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About this Advisor
Alexis Olian is a certified financial planner operating in San Francisco, California who has 7 years of relevant experience. Olian is an employee of The Humphreys Group. The advisor has gained experience at The Humphreys Group and Mba Nonprofit Connection. Olian can operate in California. The Humphreys Group is a financial advisory business operating out of San Francisco, CA. It has $252 million in assets under management across its 121 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 121 accounts, 52% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely depend on which services the firm provides the client. However, fees charged by The Humphreys Group can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Humphreys Group Brokerage Details
$252,253,627
6
121
$2,084,741
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alexis Olian Work History
Alexis has been registered as a financial advisor for 7 years.*
The Humphreys Group
Mba Nonprofit Connection
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexis Olian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Humphreys Group
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
