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Humphreys Henrietta Group (San Francisco)


Humphreys Henrietta Group is a large advisory firm based in San Francisco. It manages $90.9 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

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Humphreys Henrietta Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Humphreys Henrietta Group: assets under management

The assets under management (AUM) of Humphreys Henrietta Group is $90.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $90.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Humphreys Henrietta Group for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Humphreys Henrietta Group performs its advisory services is located at 3401 Clay St., Ste 703, San Francisco, CA 94118, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-928-0401 or by fax 415-447-2936. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.humphreysgroup.com.


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