Overview
Assets Under Management: $167 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 49
Average Client Assets: $2.7 million
Frequently Asked Questions
SAS FINANCIAL ADVISORS, 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 #288015), SAS FINANCIAL ADVISORS, LLC. is subject to fiduciary duty under federal law.
SAS FINANCIAL ADVISORS, LLC. is headquartered in SAN FRANCISCO, CA.
SAS FINANCIAL ADVISORS, LLC. serves 49 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, SAS FINANCIAL ADVISORS, LLC. offers financial planning and portfolio management for individuals. View all service details ↓
SAS FINANCIAL ADVISORS, LLC. manages $167 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, SAS FINANCIAL ADVISORS, LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.50%
Average Client Assets: $2.7 million
Total Client Accounts: 471
Discretionary Accounts: 471
Regulatory Filings
CRD Number: 288015
Filing ID: 2051355
Last Filing Date: 2026-03-20 15:50:13