The Humphreys Group
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
220 Montgomery St Ste 1850, San Francisc...Phone Number
(415) 928-0401Website
www.humphreysgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About The Humphreys Group
The Humphreys Group is a women-owned and operated wealth management firm that specializes in providing fee-only financial planning and investment management services tailored for women. They serve a diverse clientele, including breadwinner women, women in transition, women executives, and the LGBTQ+ community, focusing on empowering clients to achieve financial confidence and freedom. As a Certified B Corporation, they emphasize social responsibility and ESG investing, ensuring that clients' investments align with their values. The firm fosters a supportive community through initiatives like Insights & Outcomes Conversation Circles, promoting collaboration and shared wisdom among women.Explore more
The Humphreys Group Org Chart
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The Humphreys Group is experiencing very low activity levels compared to other companies in the Finance sector.
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The Humphreys Group Tech Stack
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The Humphreys Group News & Media
Treehouse Wealth Advisors Acquires Women-Owned and Operated RIA The Humphreys Group
Californian wealth management firm expands footprint in the Bay Area WALNUT CREEK, Calif., Jan. 2, 2025 /PRNewswire/ --Treehouse Wealth Advisors, a women-led wealth management firm dedicated to empowering clients to invest their time and assets purposefully, is delighted to announce a...Women Money Myths are the Subject of a New eBook from The Humphreys Group
The eBook, "Rewriting the Rules: Telling Truths about Women and Money," 2nd Edition is Now Available SAN FRANCISCO, March 21, 2024 /PRNewswire/ -- The Humphreys Group is delighted to announce the release of the second edition of its groundbreaking eBook, "Rewriting the Rules: Telling...The Humphreys Group Announces New Website
Wealth management firm continues to build on its value led mission SAN FRANCISCO, CALIFORNIA, UNITED STATES, May 10, 2022 /EINPresswire.com/ -- The Humphreys Group, a women-owned and operated wealth management firm in San Francisco, announced today that …Diane Bourdo Named One of InvestmentNews’ Women to Watch
Bourdo Recognized for Her Leadership, Contributions, and Impact in the Financial Advice Industry. SAN FRANCISCO, CALIFORNIA, UNITED STATES, December 8, 2020 /EINPresswire.com/ -- InvestmentNews has recognized Diane Bourdo, CFP®, President of The …
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Frequently Asked Questions Regarding The Humphreys Group
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The Humphreys Group is a women-owned and operated wealth management firm that specializes in providing fee-only financial planning and investment management services tailored for women. They serve a diverse clientele, including breadwinner women, women in transition, women executives, and the LGBTQ+ community, focusing on empowering clients to achi... Read More
