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Handy & Company Financial Advisors
HANDY & COMPANY FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in LAKE OSWEGO, OR. The firm manages approximately $69 million in regulatory...
Handy & Company Financial Advisors
HANDY & COMPANY FINANCIAL ADVISORS, INC. is an SEC-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
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
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 an SEC-registered RIA, the firm must have named principals on its ADV filings, but these are not widely available in public indexes.
What services does Handy & Company offer to families?
The firm provides financial planning, asset management, and wealth advisory services. As a multi-family office, it likely coordinates tax, estate, and philanthropic planning aspects for multiple families, though specific service lines are not detailed.
Is Handy & Company a single-family office or multi-family office?
Handy & Company Financial Advisors operates as a multi-family office, suggesting it serves more than one family. The firm's structure as an RIA supports this classification, unlike single-family offices that typically serve one family exclusively.
How can allocators or service providers verify Handy & Company's registration?
The SEC's Investment Adviser Public Disclosure database should list Handy & Company Financial Advisors, Inc. with reporting details, including AUM, number of clients, and any disciplinary history. This is the most reliable source for current registration status.
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 using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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