Overview
Assets Under Management: $200 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Frequently Asked Questions
AMARA FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308290), AMARA FINANCIAL, LLC is subject to fiduciary duty under federal law.
AMARA FINANCIAL, LLC is headquartered in SAN FRANCISCO, CA.
AMARA FINANCIAL, LLC serves 53 high-net-worth clients according to their SEC filing dated November 19, 2025. View client details ↓
According to their SEC Form ADV, AMARA FINANCIAL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
AMARA FINANCIAL, LLC manages $200 million in client assets according to their SEC filing dated November 19, 2025.
According to their SEC Form ADV, AMARA FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 572
Discretionary Accounts: 356
Non-Discretionary Accounts: 216
Regulatory Filings
CRD Number: 308290
Filing ID: 2028727
Last Filing Date: 2025-11-19 14:34:53
Website: 1