# HANDY & COMPANY FINANCIAL ADVISORS, INC.

HANDY & COMPANY FINANCIAL ADVISORS, INC. of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 154417
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154417/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154417/similar
- Related entities: https://search.stillhousedata.com/firm/154417/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154417

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.