SAN Francisco Wealth Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 296438
- Website
- www.wealthsf.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.84%
- Individuals10.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
SAN Francisco Wealth Planning LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee models include a percentage of assets under management, hourly billing and fixed fees. The adviser reports being an active ESG investor. It does not identify as a capital allocator, pension consultant, related adviser or multi-state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds89%
- Exchange Traded Equities10%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Matthias Giezendanner
FounderCRD 6480899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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