SAS FINANCIAL ADVISORS, LLC.

50 California Street
Suite 1500
San Francisco, California 94111
Tel: 415-277-5955

About SAS FINANCIAL ADVISORS, LLC.

SAS FINANCIAL ADVISORS, LLC, formally registered with the SEC as SAS FINANCIAL ADVISORS, LLC. The firm was established in 05/02/2022. They have over 1 offices throughout the country.

SAS FINANCIAL ADVISORS, LLC. is a San Francisco, California based Financial Planning firm with nearly $133,686,298 assets under management, offering retirement planning & investment advisory services to 453 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288015
SEC#	801-124837
Assets Managed by Firm	$133,686,298
No. of Clients	453
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
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	453	$133,686,298
Individuals (other than high net worth individuals)	300	$57,970,058
High net worth individuals	34	$75,716,240

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