Mariela
Castro

Human Interest Advisors LLC

CRD#7237729
Investment Advisor
in San Francisco, CA

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About this Advisor

Mariela Castro is a financial advisor based out of San Francisco, California. Castro is an advisor for Human Interest Advisors LLC. Their career trajectory has included roles at Sacramento State University, Chase Bank, Ca Dept Of Health Care Services, Dot And Bo, Lending Club, Tray.Io and Human Interest. Castro can advise clients in California. Human Interest Advisors LLC is a financial advisory company based in San Francisco, CA. It oversees $2 billion in total assets between its 183,527 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Human Interest Advisors LLC provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically are based on the financial services provided. Fee types 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 St. Suite 1500
San Francisco, CA 94111

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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

Mariela Castro Work History

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

2020 - Present (4 years)

Human Interest

2020 - Present (4 years)

Human Interest

2018 - 2019 (1 year)

Tray.Io

2015 - 2018 (3 years)

Lending Club

2014 - 2015 (1 year)

Dot And Bo

2013 - 2014 (1 year)

Ca Dept Of Health Care Services

2012 - 2014 (2 years)

Sacramento State University

2012 - 2013 (1 year)

Chase Bank

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

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