HANDY & COMPANY FINANCIAL ADVISORS, INC.

HANDY & COMPANY FINANCIAL ADVISORS, INC. of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 154417). Regulatory assets under management: $68.7M.

Registration

• CRD: 154417
• Type: Registered investment adviser
• Location: 4550 KRUSE WAY, STE 330, LAKE OSWEGO, OR, 97035-3594
• Phone: 503-635-6100
• Latest filing: 2026-02-02
• Regulatory AUM: $68.7M
• Discretionary AUM: $68.7M
• Clients: 2
• Accounts: 215

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154417 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search