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SAS FINANCIAL ADVISORS, LLC.
CRD 288015 · SEC 801-124837
50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA, 94111, United States
Phone
415-277-5955
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.0M
Discretionary AUM
$167.0M
Team
8 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $35.8M |
| High net worth individuals | 49 | $131.1M |
| Charitable organizations | 1 | $0 |
| Corporations/business entities | 1 | $102K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD