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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-21-2016
- Office Locations
- 1
Office Locations
About Fingage Advisors LLC
Fingage Advisors (San Francisco) provides a white-labeled, custodian-integrated platform for RIAs, broker-dealers, and investment managers to build, distribute, and monitor model portfolios. Advisors can personalize models with sleeves, direct indexing (40-index universe), and trading parameters, and automate tax-loss harvesting, transition tax management, cash/illiquid-fund workflows, portfolio accounting, reporting, and a client portal with CRM sync.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 86.1%, from $1.1M to $2.1M.
Across 5 reported observations, AUM decreased 88.9% between March 31, 2022 and March 30, 2026, from $19.0M to $2.1M.
Of the latest reported AUM, 15.6% is discretionary and 84.4% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $423.4K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
SAMER HABL
Chief Compliance Officer
- CRD
- #5406757
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,354 | $55,059 |
| Non-Discretionary | $1,786,530 | $893,265 |
| Total | $2,116,884 | $264,611 |
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Separately Managed Accounts
SMA allocation detail is available
Fingage Advisors LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.