AMARA FINANCIAL, LLC

580 California Street
12th Floor
San Francisco, California 94104
Tel: 415-319-1071

About AMARA FINANCIAL, LLC

AMARA FINANCIAL, LLC, formally registered with the SEC as AMARA FINANCIAL, LLC. The firm was established in 05/15/2020. They have over 1 offices throughout the country.

AMARA FINANCIAL, LLC is a San Francisco, California based Financial Planning firm with nearly $159,035,680 assets under management, offering retirement planning & investment advisory services to 542 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308290
SEC#	801-118722
Assets Managed by Firm	$159,035,680
No. of Clients	542
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	542	$159,035,680
Individuals (other than high net worth individuals)	74	$31,413,326
High net worth individuals	46	$124,414,102
Pension and profit sharing plans	2	$3,208,252

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