SAS Financial Advisors, LLC

RIASEC Registered

Total AUM

$167M

Discretionary

$167M

100% of AUM

Avg account

$355K

Accounts

471

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 288015
Registered since: May 2, 2022
Website: www.sasadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.5%
Individuals21.44%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

SAS Financial Advisors, LLC is an independently owned registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional relationships and is organized as an LLC with individual ownership. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: the firm charges a percentage of assets under management and may also bill on an hourly or fixed‑fee basis. SAS does not identify as a capital allocator, is not a multi‑state adviser, and does not market itself as an ESG or pension consultant.