AdFi
HI

HUMAN INTEREST ADVISORS LLC

SEC Registered
SAN FRANCISCO, CAhttps://humaninterest.com(855) 622-7824
Assets Under Management
$5B–$25B
Employees
6
Office Locations
1 office
Total Accounts
762032

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit Sharing

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)792,873$7.8B
High Net Worth Individuals184$268M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations38,389$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

31,025 total clients reported on Form ADV.

Leadership

Human Interest Inc.
MEMBER
Roger Ray Lee
MANAGER & CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
CA
SAN FRANCISCOHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#269875
SEC Number
801-100429
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HUMAN INTEREST ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

HUMAN INTEREST ADVISORS LLC in SAN FRANCISCO, CA - Financial Advisory Firm | AdvisorFinder