Marc
Kadomatsu
Human Investing
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About this Advisor
Marc Kadomatsu is a certified financial planner and chartered financial consultant operating in Lake Oswego, Oregon with 6 years of industry experience. Kadomatsu is on the advisory team at Human Investing. During their career, Kadomatsu has held roles at Tpg Financial Advisors, LLC, Geneos Wealth Management, Merriman Wealth Management, LLC and Human Investing. Kadomatsu has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Oregon and Texas. Human Investing is a financial advisory business based in Lake Oswego, OR. It handles $1 billion in total assets across its 2,323 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to eight charities and foundations. Of its 2,323 client accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fees largely vary depending on the services. Fees charged by Human Investing most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Human Investing Brokerage Details
$1,416,630,044
21
2,323
$609,828
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Marc Kadomatsu Work History
Marc has been registered as a financial advisor for 6 years.*
Human Investing
Merriman Wealth Management, LLC
Tpg Financial Advisors, LLC
Geneos Wealth Management
Tpg Financial Advisors, LLC
*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 Marc Kadomatsu 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 Investing
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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