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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RAMSDEN, NAOMI, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| SMITH, LISETTE, CHASSEY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | NA | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | E | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | E | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER | E | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | CHIEF COMPLIANCE OFFICER & CEO | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | D | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | D | Control |
| PATTERSON, GREGORY, H. | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | C | Control |
| PATTERSON, GREGORY, HAYES | I | MEMBER | B | |
| PATTERSON, GREGORY, HAYES | I | MEMBER | B | |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, B. | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | MEMBER, PRESIDENT | B | Control |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, ROGER, BRUCE | I | FOUNDER/MEMBER | B | |
| PATTERSON, GREGORY, HAYES | I | MEMBER | A |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (13)
CA FL LA MA MD NH NV NY OH OR TX VA WA
Address
44 MONTGOMERY ST. SUITE 300SAN FRANCISCO, CA 94104
United States
Phone: 415-977-1200