Amara Financial, LLC
● SEC registered since 2020CRD 308290SEC# 801-118722San Francisco, CA
Reg. AUM
$250.5M
Employees
3
Accounts
618
Location
San Francisco, CA
Amara Financial, LLC assets under management
Amara Financial, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2020. It reports $250.5 million in regulatory assets under management and employs 3 people.
Amara Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abraham Martinez Control | Member And Cco | Over 75% | 2020 |
Frequently asked questions
How much does Amara Financial, LLC manage?
Amara Financial, LLC reports $250.5 million in regulatory assets under management on its Form ADV.
How many employees does Amara Financial, LLC have?
Amara Financial, LLC reports 3 employees.
Where is Amara Financial, LLC located?
Amara Financial, LLC is based in San Francisco, CA and has been SEC-registered since 2020.
Does Amara Financial, LLC disclose fund performance?
Amara Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 580 California Street, 12th Floor, San Francisco, CA 94104 |
| Phone | 415-319-1071 |
| Office hours | 8:00-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$250.5M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$250.5Mregulatory AUM
Discretionary $194.3MNon-discretionary $56.2M