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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FATEMAN, IRA, HAROLD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FATEMAN, IRA, HAROLD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FATEMAN, IRA, HAROLD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FATEMAN, IRA, HAROLD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FATEMAN, IRA, HAROLD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FATEMAN, IRA, HAROLD | I | MANAGING MEMBER | E | Control |
| FATEMAN, IRA, HAROLD | I | MANAGING MEMBER | E | Control |
| FATEMAN, IRA, HAROLD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FATEMAN, IRA, HAROLD | I | MANAGING MEMBER | E | Control |
| FATEMAN, IRA, HAROLD | I | MANAGING MEMBER | E | Control |
| PRINDLE, ELIZABETH, MAY | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PRINDLE, ELIZABETH, MAY | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PRINDLE, ELIZABETH, MAY | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PRINDLE, ELIZABETH, MAY | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PRINDLE, ELIZABETH, MAY | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PRINDLE, ELIZABETH, MAY | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PRINDLE, ELIZABETH, MAY | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PRINDLE, ELIZABETH, MAY | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | Control |
| PRINDLE, ELIZABETH, MAY | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| PRINDLE, ELIZABETH, MAY | I | MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| SAN MIGUEL LOPEZ, MONIQUE, RENEE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | A | |
| SAN MIGUEL LOPEZ, MONIQUE, RENEE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | A | |
| SAN MIGUEL LOPEZ, MONIQUE, RENEE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | A | |
| SAN MIGUEL LOPEZ, MONIQUE, RENEE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | A | |
| SAN MIGUEL LOPEZ, MONIQUE, RENEE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | A | |
| SAN MIGUEL LOPEZ, MONIQUE, RENEE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | A | |
| SAN MIGUEL LOPEZ, MONIQUE, RENEE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | A | |
| SAN MIGUEL LOPEZ, MONIQUE, RENEE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | A | |
| SAN MIGUEL LOPEZ, MONIQUE, RENEE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | A | |
| SAN MIGUEL LOPEZ, MONIQUE, RENEE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | A |
Registrations
Federal
IA
Sep 2, 2025 REGISTERED
Notice Filings (1)
CA
Address
50 CALIFORNIA STREETSUITE 1500
SAN FRANCISCO, CA 94111
United States
Phone: 415-277-5955