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Advisory Group Of San Francisco LLC (San Francisco)


Advisory Group Of San Francisco LLC is a large advisory firm based in San Francisco. It manages $533.41 million of regulatory assets for 276 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, New Hampshire, New York, and Washington.




Advisory Group Of San Francis provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Advisory Group Of San Francis: assets under management

The assets under management (AUM) of Advisory Group Of San Francisco LLC is $533.41 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $245.31 million in discretionary accounts and $288.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $911.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $41.16 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisory Group Of San Francisco LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Advisory Group Of San Francisco LLC performs its advisory services is located at 44 Montgomery St. Suite 2410, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-977-1200 or by fax 415-977-1204. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.


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