THE ADVISORY GROUP OF SAN FRANCISCO, LLC

44 Montgomery St. Suite 300
San Francisco, California 94104
Tel: 415-977-1200

About THE ADVISORY GROUP OF SAN FRANCISCO, LLC

THE ADVISORY GROUP OF SAN FRANCISCO, LLC, formally registered with the SEC as THE ADVISORY GROUP OF SAN FRANCISCO, LLC. The firm was established in 09/27/1999. They have over 7 offices throughout the country.

THE ADVISORY GROUP OF SAN FRANCISCO, LLC is a San Francisco, California based Financial Planning firm with nearly $831,383,036 assets under management, offering retirement planning & investment advisory services to 415 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108110
SEC#	801-56848
Assets Managed by Firm	$831,383,036
No. of Clients	415
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	415	$831,383,036
Individuals (other than high net worth individuals)	44	$19,421,652
High net worth individuals	93	$404,541,227
Pension and profit sharing plans	16	$224,465,818
Charitable organizations	12	$174,640,451

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