The Advisory Group of San Francisco, LLC
● SEC registered since 1999CRD 108110SEC# 801-56848San Francisco, CA
Reg. AUM
$809.9M
Employees
9
Accounts
392
Location
San Francisco, CA
The Advisory Group of San Francisco, LLC assets under management
The Advisory Group of San Francisco, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 1999. It reports $809.9 million in regulatory assets under management and employs 9 people.
The Advisory Group of San Francisco, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Hayes Patterson Control | Member, Chief Executive Officer | Over 75% | 2001 |
| Lisette Chassey Smith Control | Chief Operating Officer, Chief Compliance Officer, Sr Advisor | Under 5% | 2021 |
| Roger Bruce Patterson | Founder/Member | 10-25% | 1999 |
Frequently asked questions
How much does The Advisory Group of San Francisco, LLC manage?
The Advisory Group of San Francisco, LLC reports $809.9 million in regulatory assets under management on its Form ADV.
How many employees does The Advisory Group of San Francisco, LLC have?
The Advisory Group of San Francisco, LLC reports 9 employees.
Where is The Advisory Group of San Francisco, LLC located?
The Advisory Group of San Francisco, LLC is based in San Francisco, CA and has been SEC-registered since 1999.
Does The Advisory Group of San Francisco, LLC disclose fund performance?
The Advisory Group of San Francisco, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 44 Montgomery St. Suite 300, San Francisco, CA 94104 |
| Phone | 415-977-1200 |
| Fax | 415-977-1204 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$809.9M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$809.9Mregulatory AUM
Discretionary $809.9M