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THE ADVISORY GROUP OF SAN FRANCISCO, LLC

SAN FRANCISCO, CA · CRD 108110 · IAPD ↗ · 415-977-1200

$809.9MRegulatory AUM
5Advisory reps
9Employees
2Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — THE ADVISORY GROUP OF SAN FRANCISCO, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
September 2024 — THE ADVISORY GROUP OF SAN FRANCISCO, LLC notice-filed in OH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — THE ADVISORY GROUP OF SAN FRANCISCO, LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — THE ADVISORY GROUP OF SAN FRANCISCO, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.