1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SAS FINANCIAL ADVISORS, LLC.

Map pinSAN FRANCISCO, CA
Phone415-277-5955
NotebookSEC #801-124837
Total AUM
$167M
Employees
8
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CALIFORNIA STREET
SUITE 1500
SAN FRANCISCO
CA 94111
United States
Operating Hours
9-5PM
Monday - Friday
Phone
415-277-5955

ReceiptFinancials

Total AUM
$167M
Accounts
471
Discretionary
$167M
Accounts
471
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
111
AUM
$35.8M
HNW Individual Clients
49
AUM
$131.1M
Charitable Organization Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$102.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account