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Building 2THE ADVISORY GROUP OF SAN FRANCISCO, LLC

Map pinSAN FRANCISCO, CA
Phone415-977-1200
NotebookSEC #801-56848
Total AUM
$809.9M
Employees
9
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44 MONTGOMERY ST. SUITE 300
SAN FRANCISCO
CA 94104
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
415-977-1200
Other Offices
5

ReceiptFinancials

Total AUM
$809.9M
Accounts
392
Discretionary
$809.9M
Accounts
392
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$14.1M
HNW Individual Clients
85
AUM
$396.8M
Pooled Vehicle Clients
1
AUM
$9.3M
Pension/Profit Sharing Plan Clients
12
AUM
$199.8M
Charitable Organization Clients
11
AUM
$189.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAMDNHNVNYOHORTXVAWA

HandshakeAffiliates

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

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