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Home > Retirement Planners > california > san francisco > AMARA FINANCIAL, LLC
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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