SAS FINANCIAL ADVISORS, LLC.
CRD #288015 SEC #801-124837 SAN FRANCISCO, CA 415-277-5955
SEC Registered
Total AUM
$150.3M
Discretionary
$150.3M
Employees
6
Clients
11
Accounts
576
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $150.3M | $150.3M | $0 | 6 | 20 |
| Mar 2025 | $150.3M | $150.3M | $0 | 7 | 20 |
| Sep 2024 | $133.7M | $133.7M | $0 | 6 | 0 |
| Mar 2024 | $120M | $120M | $0 | 5 | 0 |
| Mar 2024 | $120M | $120M | $0 | 5 | 0 |
| Jun 2023 | $110.1M | $90.1M | $20M | 6 | 5 |
| May 2023 | $110.1M | $90.1M | $20M | 5 | 5 |
| Mar 2023 | $110.1M | $90.1M | $20M | 4 | 5 |
| Mar 2022 | $110M | $40M | $70M | 4 | 200 |
DateSep 2025
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees6
Clients20
DateMar 2025
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees7
Clients20
DateSep 2024
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$110.1M
Discretionary$90.1M
Non-Disc.$20M
Employees6
Clients5
DateMay 2023
Total AUM$110.1M
Discretionary$90.1M
Non-Disc.$20M
Employees5
Clients5
DateMar 2023
Total AUM$110.1M
Discretionary$90.1M
Non-Disc.$20M
Employees4
Clients5
DateMar 2022
Total AUM$110M
Discretionary$40M
Non-Disc.$70M
Employees4
Clients200