THE ADVISORY GROUP OF SAN FRANCISCO, LLC

RIASEC RegisteredEst. 1999

Total AUM

$810M

Discretionary

$810M

100% of AUM

Avg account

$2.1M

Accounts

392

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 108110
Registered since: September 27, 1999
Website: advisorygroupsf.com
Custodians: CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI48.99%
Pension & Profit Sharing Plans24.66%
Charitable Organizations23.45%
Individuals1.74%
Pooled Investment Vehicles1.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Advisory Group Of San Francisco, LLC is an independent, SEC-registered advisory firm organized as an LLC and operating since 1999. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that uses internal portfolio management alongside selection of outside managers. Core services listed include comprehensive financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, advisory work for businesses and institutions, pension consulting, and selecting other advisers. Fees are charged through a mix of AUM-based percentages, fixed fees and other arrangements. The firm does not identify as an active ESG investor. An industry recognition noted in filings is a Top RIA mention by FA Magazine in 2020.