Azul
Galvez

Human Interest Advisors LLC

CRD#7232421
Investment Advisor
in San Francisco, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Azul Galvez is a financial advisor who works out of San Francisco, California. Galvez works at Human Interest Advisors LLC. Over the course of their career, Galvez has held roles at Farm Fresh To You, Vintage Consulting Inc, Caoili Dental Care, Solano Community College, Elite Medical Scribes, Napa County Library, San Francisco Aesthetic Dentistry, Uc - San Francisco, Stanford University and Human Interest. Galvez can advise clients in California. Human Interest Advisors LLC is a registered investment firm headquartered in San Francisco, CA. It has $2 billion in assets among its 183,527 accounts, making it one of the largest firms in the country by assets under management. Human Interest Advisors LLC performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees vary depending on the financial services. Fees charged by Human Interest Advisors LLC typically consist of asset-based fees.

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

655 Montgomery Street
San Francisco, CA 94111

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Human Interest Advisors LLC Brokerage Details

Total Assets Under Management

$2,105,633,852

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

183,527

CA Average: 3,727
Average Account Size

$11,473

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Azul Galvez Work History

Azul has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Human Interest

2020 - Present (4 years)

Human Interest

2018 - 2020 (2 years)

Stanford University

2017 - 2018 (1 year)

San Francisco Aesthetic Dentistry

2016 - 2017 (1 year)

Napa County Library

2016 - 2018 (2 years)

Uc - San Francisco

2015 - 2017 (2 years)

Solano Community College

2015 - 2016 (1 year)

Elite Medical Scribes

2013 - 2013 (< 1 year)

Vintage Consulting Inc

2013 - 2017 (4 years)

Caoili Dental Care

2012 - 2013 (1 year)

Farm Fresh To You

*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 Azul Galvez 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 Human Interest Advisors LLC

Vincent Allard
San Francisco, CA
Azul Galvez
San Francisco, CA
Tyler Wall
Walnut Creek, CA
Mariela Castro
San Francisco, CA
John Heile
San Francisco, CA
Molly Brown
San Francisco, CA
Jennifer Martin
San Francisco, CA
Adam Wade
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started