Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san francisco > FRANCISCO PARTNERS
FRANCISCO PARTNERS
One Letterman Drive
Building C - Suite 410
San Francisco, California 94129
Tel: (415) 418-2900
About FRANCISCO PARTNERS
FRANCISCO PARTNERS, formally registered with the SEC as FRANCISCO PARTNERS. The firm was established in 03/28/2012. They have over 3 offices throughout the country.
FRANCISCO PARTNERS is a San Francisco, California based Financial Planning firm with nearly $45,013,320,973 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 125 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160272 |
| SEC# | 801-73955 |
| Assets Managed by Firm | $45,013,320,973 |
| No. of Clients | 49 |
| No. of Advisors | 125 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 49 | $45,013,320,973 |
More Retirement Planning firms in San Francisco, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in San Francisco, California