Humphreys Group

Humphreys Group

金融服务

San Francisco,California 392 位关注者

Women-owned & -operated wealth management firm serving women's needs. B Corp. Champion of values-aligned investing.

关于我们

The Humphreys Group is a women-owned and -operated wealth management firm that serves women's unique financial needs, aspirations, and strengths. A Certified B Corporation, we've long championed values-aligned investing, and during the last 20 years have seen how ESG investing has become more compelling, rigorous and impactful. Our mission has been featured in Forbes, the New York Times, the San Francisco Chronicle, and more. https://bit.ly/3ncHogw

网站
https://www.humphreysgroup.com
所属行业
金融服务
规模
2-10 人
总部
San Francisco,California
类型
私人持股
创立
1983
领域
Wealth Management、Financial Planning、Investment Management、Investments、Investment Strategies、Impact Investing、Values-Aligned Investing、ESG Investing、Socially Responsible Investing、SRI、Retirement Planning、Retirement、Retirement Transition、Wealth Transfer、Cash Flow Planning、Charitable Giving、Education Savings、College Planning、Financial Advisor、Financial Planner、B Corp、Conversation Circle、Life Transitions、Women in Transition、Breadwinner Women、Executive Women、Inheritors、Women Retirees、Baby Boomers、Gen X、Mid-Career Women、Sandwich Generation、Millennial Women和Young Professionals

地点

  • 主要

    220 Montgomery St

    Suite 1850

    US,California,San Francisco,94104

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