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SAN BLAS ADVISORY, INC.
CRD 296929 · SEC 801-136018
3424 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, 30326, United States
Phone
404.704.0406
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$218.9M
Discretionary AUM
$216.5M
Team
13 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 601 | $149.3M |
| High net worth individuals | 63 | $69.5M |
| Investment companies | 1 | $32K |
All web addresses on file
Official SEC filing: View on IAPD