Updated:
Handy & Company Financial Advisors
HANDY & COMPANY FINANCIAL ADVISORS, INC. is a state-registered investment adviser in LAKE OSWEGO, OR. The firm manages approximately $69 million in...
Overview
HANDY & COMPANY FINANCIAL ADVISORS, INC. is a state-registered investment adviser in LAKE OSWEGO, OR. The firm manages approximately $69 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
Who runs investment decisions at Handy & Company Financial Advisors?
Handy & Company Financial Advisors does not publicly name its investment decision-makers. As a state-registered RIA, the firm must have named principals on its ADV filings, but these are not widely available in public indexes.
Does Handy & Company have any notable portfolio investments or direct holdings?
No direct investments or portfolio companies are publicly attributed to Handy & Company. The firm's investment holdings are not disclosed, and no major deals are reported in financial media.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Handy & Company Financial Advisors in Altss
Explore available research and relationship coverage for this adviser in Altss.