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THE ADVISORY GROUP OF SAN FRANCISCO, LLC
CRD 108110 · SEC 801-56848
44 MONTGOMERY ST. SUITE 300, SAN FRANCISCO, CA, 94104, United States
Phone
415-977-1200
Fax
415-977-1204
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$809.9M
Discretionary AUM
$809.9M
Team
9 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; PERCENTAGE OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $14.1M |
| High net worth individuals | 85 | $396.8M |
| Pooled investment vehicles | 1 | $9.3M |
| Pension/profit sharing plans | 12 | $199.8M |
| Charitable organizations | 11 | $189.9M |
States served
CA, LA, MD, MA, NV, NY, OH, OR, VA, WA, TX, NH, FL
All web addresses on file
- HTTPS://TWITTER.COM/ADVISORYGROUPSF
- HTTPS://WWW.LINKEDIN.COM/COMPANY/THEADVISORYGROUP/
- HTTPS://WWW.YOUTUBE.COM/USER/THEADVISORYGROUPSF
- HTTPS://WWW.FACEBOOK.COM/ADVISORYGROUP/
- https://twitter.com/wealthstep
- https://www.facebook.com/WealthStep
- https://www.youtube.com/channel/UCcr6iE5uyRURqxLpOf6TtWA
- HTTP://WWW.ADVISORYGROUPSF.COM
- HTTP://WWW.WEALTHSTEP.COM
- https://divorceadvisoryfp.com/
- https://www.linkedin.com/company/divorce-advisory-fp
Official SEC filing: View on IAPD