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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Human Interest Advisors LLC
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| CRD # | 269875 |
| SEC # | 801-100429 |
| CIK # | |
| AUM | $6.6 B (2025-04-01) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 855-622-7824 |
| Address | 655 Montgomery St San Francisco, CA 94111 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 582,676 | 6.5 |
| (b) Individuals (high net worth individuals) | 95 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24,528 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 582,676 | 6.6 |
| By Discretionary | ||
| Discretionary | 582,676 | 6.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 582,676 | 6.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.6 | |
| Total | 582,676 | 6.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
John W Bristol & Co Inc
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|
NY | 6.7 |
|
Composition Wealth LLC
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|
CA | 6.7 |
|
Empirical Financial Services LLC
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|
WA | 6.7 |
|
Callan Family Office LLC
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|
PA | 6.7 |
|
Hardman Johnston Global Advisors LLC
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|
CT | 6.7 |
|
Provident Trust Company
✚
|
WI | 6.6 |
|
First National Advisers LLC
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|
NE | 6.6 |
|
Gradient Investments LLC
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|
MN | 6.6 |
|
Carnegie Capital Asset Management LLC
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|
OH | 6.5 |
|
Sagespring Wealth Partners
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|
TN | 6.5 |