|
⚲
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| The Advisory Group of San Francisco LLC
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| |
|---|---|
| CRD # | 108110 |
| SEC # | 801-56848 |
| CIK # | |
| AUM | $831.4 MM (2024-08-08) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 415-977-1200 |
| Address | 44 Montgomery St Suite 300 San Francisco, CA 94104 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 19.4 |
| (b) Individuals (high net worth individuals) | 93 | 404.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.3 |
| (g) Pension and profit sharing plans | 16 | 224.5 |
| (h) Charitable organizations | 12 | 174.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 415 | 831.4 |
| By Discretionary | ||
| Discretionary | 415 | 831.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 415 | 831.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 831.4 | |
| Total | 415 | 831.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Broad Run Investment Management LLC
✚
|
VA | 0.8 |
|
Inspire Advisors LLC
✚
|
ID | 0.8 |
|
Fielder Capital Group LLC
✚
|
TN | 0.8 |
|
Brand Asset Management Group Inc
✚
|
MO | 0.8 |
|
Hutchinson Capital Management
✚
|
CA | 0.8 |
|
Investment Metrics LLC
✚
|
AZ | 0.8 |
|
Auxier Asset Management LLC
✚
|
OR | 0.8 |
|
Deerfield Financial Advisors Inc
✚
|
IN | 0.8 |
|
AIRE Advisors LLC
✚
|
CA | 0.8 |
|
Catalyst Financial Partners LLC
✚
|
MA | 0.8 |