|
⚲
|
| Human Investing LLC
✚
|
|
|---|---|
| CRD # | 133017 |
| SEC # | 801-63556 |
| CIK # | 0001767513 |
| AUM | $1.6 BB (2024-03-21) |
| Employees | 22 (55% Investors, 0% Brokers) |
| Phone | 503-905-3100 |
| Address | 6000 Meadows Rd Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AVGO | 201,282.9 | 4.9 | |
| AAPL | 2,382,844.0 | 3.5 | |
| NVO | 245,328.6 | 3.3 | |
| MSFT | 1,918,222.4 | 3.3 | |
| LLY | 301,789.7 | 2.5 | |
| NKE | 161,751.8 | 2.4 | |
| ABBV | 269,466.6 | 2.3 | |
| HRB | 5,509.2 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 836 | 317.2 |
| (b) Individuals (high net worth individuals) | 90 | 291.1 |
| (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 | 64 | 1,003.2 |
| (h) Charitable organizations | 6 | 29.0 |
| (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 | 2,481 | 1,640.6 |
| By Discretionary | ||
| Discretionary | 2,404 | 639.1 |
| Non-Discretionary | 77 | 1,001.5 |
| Total | 2,481 | 1,640.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 1,638.3 | |
| Total | 2,481 | 1,640.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767513] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Intrua Financial LLC
✚
|
TX | 1.7 |
|
St Denis J Villere & Co LLC
✚
|
LA | 1.6 |
|
D'Annunzio Consulting Group LLC
✚
|
WA | 1.6 |
|
Cherry Creek Family Offices LLC
✚
|
CO | 1.6 |
|
GIA Partners LLC
✚
|
NY | 1.6 |
|
Argos Capital Partners LLC
✚
|
MO | 1.6 |
|
Quadrant Private Wealth Management LLC
✚
|
PA | 1.6 |
|
Keebeck Partners LLC
✚
|
IL | 1.6 |
|
Kiley Juergens Wealth Management LLC
✚
|
WA | 1.6 |
|
AMI Asset Management Corp
✚
|
CA | 1.6 |