# Handy & Company Financial Advisors

Handy & Company Financial Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 154417
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154417

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:17.844Z

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