Human Interest Advisors LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 269875
- Registered since
- June 25, 2015
- Website
- humaninterest.com
- Custodians
- MATRIX TRUST
- Fee structure
- Percentage of AUM
- Client types
- Individuals96.7%
- HNWI3.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Human Interest Advisors LLC is a limited liability company registered with the SEC in 2015 that provides fee-based portfolio management for both individual and institutional clients. The firm’s client base includes individuals and families as well as businesses and institutions; its advisory activity focuses on portfolio management for individuals/small businesses and for businesses or institutions. Compensation is billed as a percentage of assets under management. The firm is not registered as a pension consultant, does not identify as an active ESG investor, and is not characterized as a capital allocator or a related adviser in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Other6%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Klinton Miyao
Chief People OfficerCRD 4450146

Kristin Burnett
Chief Compliance OfficerCRD 2702134
Contacts
3 of 5
Adam Khalek
Senior Investment AnalystCRD 7301785
Anne Lester
Member of the Board of DirectorsCRD 4325801

Richard Arney
Board of DirectorsCRD 4610781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 655 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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