| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Hayes Patterson Control | Member, Chief Executive Officer | Over 75% | 2001 |
| Lisette Chassey Smith Control | Chief Operating Officer, Chief Compliance Officer, Sr Advisor | Under 5% | 2021 |
| Roger Bruce Patterson | Founder/Member | 10-25% | 1999 |
The Advisory Group of San Francisco, LLC reports $825.3 million in regulatory assets under management on its Form ADV.
The Advisory Group of San Francisco, LLC reports 7 employees.
The Advisory Group of San Francisco, LLC is based in San Francisco, CA and has been SEC-registered since 1999.
The Advisory Group of San Francisco, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 44 Montgomery St. Suite 300, San Francisco, CA 94104 |
| Phone | 415-977-1200 |
| Fax | 415-977-1204 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $825.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $825.3M |