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Human Investing CRD 133017
$2.22B regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-14 |
| OR | RA | APPROVED | 2022-05-23 |
Branch Locations
6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Human Investing | Lake Oswego | OR | 04/2022 | Present |
| Delap Llp | Lake Oswego | OR | 10/2010 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
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