RIA Intelligence

HUMPHREYS HENRIETTA GROUP

CRD #104657 SEC #801-25100 SAN FRANCISCO, CA 415-928-0401
SEC Registered
Total AUM
$72.6M
Discretionary
$70.6M
Employees
5
Clients
51
Accounts
78

Firm Details

Organization Type
Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HUMPHREYS, HENRIETTAIPARTNERE Control
BOURDO, DIANEIPARTNERC Control

Registrations

Federal

IA
Mar 28, 2002 REGISTERED

Notice Filings (1)

CA

Address

3401 CLAY ST., STE 703
SAN FRANCISCO, CA 94118
USA
Phone: 415-928-0401