The Advisory Group Of San Francisco, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 108110
- SEC number
- 801-56848
- Firm type
- RIA
- Assets under management
- $809.9M as of Mar 18, 2026
- Website
- twitter.com/ADVISORYGROUPSF ↗
- Phone
- 415-977-1200
- Address
- 44 Montgomery St. Suite 300, San Francisco, CA, 94104
Advisors at this firm
6 in our index · page 1 of 1
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Kyle Whitney DodsonCRD 6648879 · Miamisburg, OHIA Registered
-
Christopher Raymond LowCRD 2477465 · San Francisco, CAIA RegisteredRegistration inactive
-
Gregory Hayes PattersonCRD 4484846 · San Francisco, CAIA Registered
-
Mariame Kathryn PierceCRD 6652773 · Vienna, VAIA Registered
-
Tanya Elizabeth RapaczCRD 4795967 · Ellicott City, MDIA Registered
-
Lisette Chassey SmithCRD 1665492 · Scituate, MAIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 108110 ↗
FINRA BrokerCheck record for firm CRD 108110 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.