AMARA FINANCIAL, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 308290
- Registered since
- May 15, 2020
- Website
- www.amarafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.58%
- Individuals13.65%
- Pension & Profit Sharing Plans0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Amara Financial, LLC is an independent, SEC‑registered investment adviser organized as an LLC and registered in 2020. The firm serves both individual/family and institutional clients and combines advisory services with insurance brokerage. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation comes through a mix of percentage-of-AUM and fixed fees. The firm reports an equity preference and is not identified as an active ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds16%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1LAUREN FORTIER
Chief Compliance OfficerCRD 6212904
Contacts
2 of 2LISA MORGAN
Senior Client SpecialistCRD 4575038
ABRAHAM MARTINEZ
FounderCRD 5120000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$145M in ETFs
83%
$121M
1%
$24.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $23.1M | 360,959 | 15.93% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 580 California St
- Time zone
- PT (UTC-8)
- Office locations
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