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The Humphreys Group

EST. AUM
$283,644,391

CONTACTS
2

CLIENT ACCOUNTS
121

Firm Details

Metro area San Francisco
CRD Number 132415
Website humphreysgroup.com
Client types

Overview

Based in San Francisco, The Humphreys Group is proud to be a women-owned and -operated, fee-only wealth management firm. It provides comprehensive financial planning and investment management, with a focus on the unique needs, aspirations, perspectives, priorities, and strengths of women. The firm offers wealth management that combines expertise and empathy, considering these two aspects to be equally nuanced, skill-based, and crucial to clients’ financial success.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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