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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Advisory Group of San Francisco LLC
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|---|---|
| CRD # | 108110 |
| SEC # | 801-56848 |
| CIK # | |
| AUM | $825.3 M (2025-03-31) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 415-977-1200 |
| Address | 44 Montgomery St Suite 300 San Francisco, CA 94104 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 15.1 |
| (b) Individuals (high net worth individuals) | 81 | 397.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.4 |
| (g) Pension and profit sharing plans | 13 | 215.2 |
| (h) Charitable organizations | 14 | 189.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 825.3 |
| By Discretionary | ||
| Discretionary | 50 | 825.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 50 | 825.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 825.3 | |
| Total | 50 | 825.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BOS Asset Management LLC
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|
IL | 0.8 |
|
Vertex Planning Partners LLC
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|
IL | 0.8 |
|
Brown Miller Wealth Management LLC
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|
VA | 0.8 |
|
Verum Partners LLC
✚
|
NC | 0.8 |
|
Childress Capital Advisors LLC
✚
|
TX | 0.8 |
|
Summit Wealth & Retirement Planning Inc
✚
|
CA | 0.8 |
|
Brickley Wealth Management
✚
|
CA | 0.8 |
|
Milestone Investment Advisors LLC
✚
|
WI | 0.8 |
|
Leonard Rickey Investment Advisors PLLC
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|
WA | 0.8 |
|
TCP Asset Management LLC
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|
OH | 0.8 |