Sas Financial Advisors, LLC
Sas Financial Advisors, LLC is an SEC-registered wealth manager in San Francisco, CA with $167.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Sas Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288015, SEC 801-124837, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $167.0M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- San Francisco, CA
- Employees
- 8
- Clients
- 162
- CRD
- 288015
- Ownership
- PRINDLE, ELIZABETH, MAY; SAN MIGUEL LOPEZ, MONIQUE, RENEE; FATEMAN, IRA, HAROLD
How much AUM does Sas Financial Advisors, LLC have?
Sas Financial Advisors, LLC reported $167.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Sas Financial Advisors, LLC?
Disclosed owners and executives of Sas Financial Advisors, LLC include PRINDLE, ELIZABETH, MAY, SAN MIGUEL LOPEZ, MONIQUE, RENEE, FATEMAN, IRA, HAROLD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.