CRD: 154417
Handy & Company Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- PeakRidge +more
- Established Date
- 01-14-2011
- Office Locations
- 1
Office Locations
About Handy & Company Financial Advisors, Inc.
Handy & Company Financial Advisors (HCFA) is a Lake Oswego, OR RIA providing customized portfolio management, sophisticated financial planning, and tax planning for high-net-worth individuals and families. Family-owned and founded in 1995 as a sister firm to CPA practice Handy & Reagan, HCFA supports multigenerational client relationships. Portfolios are built primarily with ETFs and mutual funds, complemented by investment-grade fixed income; custody includes Charles Schwab.
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Owner & Executives
MICHAEL RALPH HANDY
Partner, President
- CRD
- #2902921
- Ownership
- 75% or more
NATHAN JOHN REAGAN
Chief Compliance Officer, Director
- CRD
- #6209549
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,747,394 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,747,394 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,747,394
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $820,254,640 | 21.0% |
| Public Funds | $835,878,538 | 21.4% |
| Corporate - Investment Grade | $499,964,733 | 12.8% |
| Cash | $925,715,951 | 23.7% |
| U.S. Government/Agency | $824,160,613 | 21.1% |
| Total | $3,905,974,475 | 100.0% |