CRD: 108110
THE Advisory Group OF SAN Francisco, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-27-1999
- Office Locations
- 5
Office Locations
About THE Advisory Group OF SAN Francisco, LLC
WealthStep is an automated planning and investment advice service for individuals and 401(k) plan participants, built around an Aim>Save>Invest>Spend, goals-based workflow. It delivers saving/investing guidance, action reminders, and educational videos, with optional human advice. Employers can offer it as a retirement-readiness benefit for fiduciaries, and each new user triggers a donation to financial literacy programs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY HAYES PATTERSON
Chief Executive Officer, Partner
- CRD
- #4484846
- Ownership
- 75% or more
ROGER BRUCE PATTERSON
Advisor, FOUNDER
- CRD
- #357986
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Kyle Whitney Dodson
Wealth Advisor
- CRD
- #6648879
CHRISTOPHER RAYMOND LOW
--
- CRD
- #2477465
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $809,864,230 | $2,065,980 |
| Non-Discretionary | $0 | -- |
| Total | $809,864,230 | $2,065,980 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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