Regulatory Filings for Human Interest Advisors LLC
This page provides useful information about Human Interest Advisors LLC, which has a fiduciary duty to select investments for the retirement plan clients who have signed an investment advisory agreement with the firm.
Human Interest Advisors LLC is a subsidiary of Human Interest Inc. and a registered investment adviser with the Securities and Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill or training, nor an endorsement by the SEC. The information referenced below has not been approved or verified by the SEC nor any state securities authority. Investing involves risk and may result in loss. Past performance is no guarantee of future results, and expected returns may not reflect actual future performance.
Information about Human Interest Advisors LLC can be found in the following regulatory documents, which provide certain information and data about the firm that a prospective client may find useful or important when considering the firm, its qualifications, business practices, services, potential conflicts of interest, and risks.
If you have any questions about this information, please contact us at (855) 622-7824 or by email at: [email protected].
Find additional detail:
ADV 1
Provides data about the investment adviser’s business, ownership, clients, employees, business practices, affiliations, and any disciplinary events involving the adviser or its employees.
ADV 2A
Disclosures of the firm’s business practices, fees, conflicts of interest, and disciplinary information in plain English.
ADV 2B
Describes the professional background of Human Interest Advisors, LLC’s supervised persons who are responsible for formulating investment advice.
CRS
A relationship summary form that contains high-level information regarding Human Interest Advisors.
