THE ADVISORY GROUP OF SAN FRANCISCO, LLC
CRD #108110 SEC #801-56848 SAN FRANCISCO, CA 415-977-1200
SEC Registered
Total AUM
$825.3M
Discretionary
$825.3M
Employees
7
Clients
26
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $825.3M | $825.3M | $0 | 7 | 2 |
| Aug 2024 | $831.4M | $831.4M | $0 | 8 | 4 |
| Aug 2024 | $831.4M | $831.4M | $0 | 8 | 4 |
| Apr 2024 | $831.4M | $831.4M | $0 | 8 | 4 |
| Mar 2024 | $831.4M | $831.4M | $0 | 8 | 4 |
| Nov 2023 | $730M | $730M | $0 | 7 | 3 |
| Nov 2023 | $730M | $730M | $0 | 7 | 3 |
| Jul 2023 | $730M | $730M | $0 | 7 | 3 |
| Jun 2023 | $730M | $730M | $0 | 7 | 3 |
| Mar 2023 | $730M | $730M | $0 | 7 | 3 |
| Mar 2022 | $1.1B | $1.1B | $0 | 9 | 5 |
| Jun 2021 | $1.1B | $944.4M | $117.2M | 8 | 1 |
| Mar 2021 | $1.1B | $944.4M | $117.2M | 8 | 1 |
| Feb 2021 | $946M | $826.2M | $119.7M | 8 | 1 |
| Jun 2020 | $946M | $826.2M | $119.7M | 8 | 1 |
| Mar 2020 | $946M | $826.2M | $119.7M | 8 | 1 |
| Mar 2019 | $818.6M | $695.6M | $123.1M | 8 | 0 |
| Dec 2018 | $860.3M | $728.4M | $132M | 6 | 0 |
| Mar 2018 | $860.3M | $728.4M | $132M | 6 | 0 |
| Mar 2017 | $711.5M | $458.7M | $252.7M | 7 | 171 |
| Apr 2016 | $665.3M | $432.6M | $232.7M | 6 | 181 |
| Mar 2016 | $665.3M | $432.6M | $232.7M | 6 | 181 |
| Mar 2016 | $665.3M | $432.6M | $232.7M | 6 | 181 |
| Sep 2015 | $706M | $484M | $222M | 7 | 172 |
| Jun 2015 | $706M | $484M | $222M | 7 | 172 |
| May 2015 | $706M | $484M | $222M | 7 | 172 |
| Mar 2015 | $706M | $484M | $222M | 7 | 172 |
| Mar 2014 | $707.3M | $463.2M | $244.1M | 7 | 171 |
| Oct 2013 | $607.7M | $309.5M | $298.2M | 7 | 145 |
| Mar 2013 | $607.7M | $309.5M | $298.2M | 7 | 145 |
| Mar 2012 | $537.8M | $250.8M | $287M | 6 | 142 |
| Jul 2011 | $533.4M | $245.3M | $288.1M | 10 | -- |
| Jul 2010 | $496.5M | $195.4M | $301.2M | 10 | -- |
| Jul 2010 | $496.5M | $195.4M | $301.2M | 10 | -- |
| Jun 2010 | $496.5M | $195.4M | $301.2M | 10 | -- |
| Feb 2007 | $701.7M | $0 | $701.7M | 10 | -- |
| Feb 2006 | $716.8M | $0 | $716.8M | 10 | -- |
| Jan 2005 | $534.2M | $0 | $534.2M | 5 | -- |
| Mar 2002 | $214.5M | $0 | $214.5M | 5 | -- |
DateMar 2025
Total AUM$825.3M
Discretionary$825.3M
Non-Disc.$0
Employees7
Clients2
DateAug 2024
Total AUM$831.4M
Discretionary$831.4M
Non-Disc.$0
Employees8
Clients4
DateAug 2024
Total AUM$831.4M
Discretionary$831.4M
Non-Disc.$0
Employees8
Clients4
DateApr 2024
Total AUM$831.4M
Discretionary$831.4M
Non-Disc.$0
Employees8
Clients4
DateMar 2024
Total AUM$831.4M
Discretionary$831.4M
Non-Disc.$0
Employees8
Clients4
DateNov 2023
Total AUM$730M
Discretionary$730M
Non-Disc.$0
Employees7
Clients3
DateNov 2023
Total AUM$730M
Discretionary$730M
Non-Disc.$0
Employees7
Clients3
DateJul 2023
Total AUM$730M
Discretionary$730M
Non-Disc.$0
Employees7
Clients3
DateJun 2023
Total AUM$730M
Discretionary$730M
Non-Disc.$0
Employees7
Clients3
DateMar 2023
Total AUM$730M
Discretionary$730M
Non-Disc.$0
Employees7
Clients3
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees9
Clients5
DateJun 2021
Total AUM$1.1B
Discretionary$944.4M
Non-Disc.$117.2M
Employees8
Clients1
DateMar 2021
Total AUM$1.1B
Discretionary$944.4M
Non-Disc.$117.2M
Employees8
Clients1
DateFeb 2021
Total AUM$946M
Discretionary$826.2M
Non-Disc.$119.7M
Employees8
Clients1
DateJun 2020
Total AUM$946M
Discretionary$826.2M
Non-Disc.$119.7M
Employees8
Clients1
DateMar 2020
Total AUM$946M
Discretionary$826.2M
Non-Disc.$119.7M
Employees8
Clients1
DateMar 2019
Total AUM$818.6M
Discretionary$695.6M
Non-Disc.$123.1M
Employees8
Clients0
DateDec 2018
Total AUM$860.3M
Discretionary$728.4M
Non-Disc.$132M
Employees6
Clients0
DateMar 2018
Total AUM$860.3M
Discretionary$728.4M
Non-Disc.$132M
Employees6
Clients0
DateMar 2017
Total AUM$711.5M
Discretionary$458.7M
Non-Disc.$252.7M
Employees7
Clients171
DateApr 2016
Total AUM$665.3M
Discretionary$432.6M
Non-Disc.$232.7M
Employees6
Clients181
DateMar 2016
Total AUM$665.3M
Discretionary$432.6M
Non-Disc.$232.7M
Employees6
Clients181
DateMar 2016
Total AUM$665.3M
Discretionary$432.6M
Non-Disc.$232.7M
Employees6
Clients181
DateSep 2015
Total AUM$706M
Discretionary$484M
Non-Disc.$222M
Employees7
Clients172
DateJun 2015
Total AUM$706M
Discretionary$484M
Non-Disc.$222M
Employees7
Clients172
DateMay 2015
Total AUM$706M
Discretionary$484M
Non-Disc.$222M
Employees7
Clients172
DateMar 2015
Total AUM$706M
Discretionary$484M
Non-Disc.$222M
Employees7
Clients172
DateMar 2014
Total AUM$707.3M
Discretionary$463.2M
Non-Disc.$244.1M
Employees7
Clients171
DateOct 2013
Total AUM$607.7M
Discretionary$309.5M
Non-Disc.$298.2M
Employees7
Clients145
DateMar 2013
Total AUM$607.7M
Discretionary$309.5M
Non-Disc.$298.2M
Employees7
Clients145
DateMar 2012
Total AUM$537.8M
Discretionary$250.8M
Non-Disc.$287M
Employees6
Clients142
DateJul 2011
Total AUM$533.4M
Discretionary$245.3M
Non-Disc.$288.1M
Employees10
Clients--
DateJul 2010
Total AUM$496.5M
Discretionary$195.4M
Non-Disc.$301.2M
Employees10
Clients--
DateJul 2010
Total AUM$496.5M
Discretionary$195.4M
Non-Disc.$301.2M
Employees10
Clients--
DateJun 2010
Total AUM$496.5M
Discretionary$195.4M
Non-Disc.$301.2M
Employees10
Clients--
DateFeb 2007
Total AUM$701.7M
Discretionary$0
Non-Disc.$701.7M
Employees10
Clients--
DateFeb 2006
Total AUM$716.8M
Discretionary$0
Non-Disc.$716.8M
Employees10
Clients--
DateJan 2005
Total AUM$534.2M
Discretionary$0
Non-Disc.$534.2M
Employees5
Clients--
DateMar 2002
Total AUM$214.5M
Discretionary$0
Non-Disc.$214.5M
Employees5
Clients--