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Sas Financial Advisors, LLC.

● SEC registered since 2022CRD 288015SEC# 801-124837San Francisco, CA
Export (members)
Reg. AUM
$150.3M
Employees
7
Accounts
576
Location
San Francisco, CA

Sas Financial Advisors, LLC. assets under management

Sas Financial Advisors, LLC. is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2022. It reports $150.3 million in regulatory assets under management and employs 7 people.
www.sasadvisors.comView on SEC.gov ↗

Sas Financial Advisors, LLC. owners & executives

3 reported
NameTitleOwnershipSince
Elizabeth May Prindle ControlMember/Chief Compliance Officer10-25%2017
IRA Harold Fateman ControlManaging MemberOver 75%2003
Monique Renee San Miguel LopezInvestment Advisor Representative & Member5-10%2021

Frequently asked questions

How much does Sas Financial Advisors, LLC. manage?

Sas Financial Advisors, LLC. reports $150.3 million in regulatory assets under management on its Form ADV.

How many employees does Sas Financial Advisors, LLC. have?

Sas Financial Advisors, LLC. reports 7 employees.

Where is Sas Financial Advisors, LLC. located?

Sas Financial Advisors, LLC. is based in San Francisco, CA and has been SEC-registered since 2022.

Does Sas Financial Advisors, LLC. disclose fund performance?

Sas Financial Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 California Street, Suite 1500, San Francisco, CA 94111
Phone415-277-5955
Office hours9-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150.3M
Non-discretionary$0
Total (RAUM)$150.3M