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| Keyboard |
| The Advisory Group of San Francisco LLC
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|---|---|
| CRD # | 108110 |
| SEC # | 801-56848 |
| CIK # | |
| AUM | 809.9 M (2026-03-18) |
| Employees | 9 (56% 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) | 31 | 14.1 |
| (b) Individuals (high net worth individuals) | 85 | 396.8 |
| (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 | 9.3 |
| (g) Pension and profit sharing plans | 12 | 199.8 |
| (h) Charitable organizations | 11 | 189.9 |
| (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 | 392 | 809.9 |
| By Discretionary | ||
| Discretionary | 392 | 809.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 392 | 809.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 809.9 | |
| Total | 392 | 809.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 2 |
| Serves | Institutional, Retail |
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|---|---|---|
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