CRD: 288015
SAS Financial Advisors, Llc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-18-2017
- Office Locations
- 1
Office Locations
About SAS Financial Advisors, Llc.
SAS Financial Advisors is a boutique, fee-only RIA in San Francisco providing planning-first financial planning and investment management for individuals, families, and professionals. The team focuses on the full financial picture—including budgeting, debt, retirement planning, and tax-smart strategies—delivered as fiduciaries with no commissions. Client portfolios are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
IRA HAROLD FATEMAN
Advisor, Managing Member
- CRD
- #1269629
- Ownership
- 75% or more
ELIZABETH MAY PRINDLE
Firm Partner, Senior Financial Advisor
- CRD
- #6770073
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
Vivian ChaoMingJing Fox
--
- CRD
- #8083506
Syeda Nasira Iqbal
Financial Planning Consultant
- CRD
- #6637867
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,998,844 | $354,562 |
| Non-Discretionary | $0 | -- |
| Total | $166,998,844 | $354,562 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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