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Building 2AMARA FINANCIAL, LLC

Map pinSAN FRANCISCO, CA
Phone415-319-1071
NotebookSEC #801-118722
Total AUM
$250.5M
Employees
3
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
580 CALIFORNIA STREET
12TH FLOOR
SAN FRANCISCO
CA 94104
United States
Operating Hours
8:00-5:00PM
Monday - Friday
Phone
415-319-1071
Other Offices
1

ReceiptFinancials

Total AUM
$250.5M
Accounts
618
Discretionary
$194.3M
Accounts
387
Non-Discretionary
$56.2M
Accounts
231

ContactClients

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Individual Clients
84
AUM
$34.2M
HNW Individual Clients
59
AUM
$214.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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