Amara Financial, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 308290
- Registered since
- May 15, 2020
- Website
- www.amarafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.58%
- Individuals13.65%
- Pension & Profit Sharing Plans0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Amara Financial, LLC is an independent, owner-operated RIA that registered with the SEC in 2020. The firm serves individual and family clients as well as some institutional relationships, combining fee-based percentage-of-AUM billing with fixed-fee engagements. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also operates as an insurance broker. Amara does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds16%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Lauren Fortier
Chief Compliance OfficerCRD 6212904
Contacts
2 of 2
Lisa Morgan
Client Service AssociateCRD 4575038
Abraham Martinez
FounderCRD 5120000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$167M in ETFs
84%
$141M
1%
$26.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $27.8M | 316,007 | 16.60% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 580 California St
- Time zone
- PT (UTC-8)
- Office locations
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