THE ADVISORY GROUP OF SAN FRANCISCO, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 108110). Regulatory assets under management: $809.9M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Roger Bruce Patterson | FOUNDER/MEMBER | — |
| Gregory Hayes Patterson | MEMBER, CHIEF EXECUTIVE OFFICER | — |
| Lisette Chassey Smith | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR | — |
| PATTERSON ROGER B | MEMBER, PRESIDENT | — |
| PATTERSON GREGORY H | CHIEF COMPLIANCE OFFICER & CEO; MEMBER, CHIEF EXECUTIVE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| RAMSDEN NAOMI ROBINSON | CHIEF COMPLIANCE OFFICER; LEGAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| SMITH LISETTE CHASSEY | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SR ADVISOR; CHIEF OPERATIONS OFFICER | — |
| PATTERSON ROGER BRUCE | FOUNDER/MEMBER; MEMBER; MEMBER, PRESIDENT | — |
| PATTERSON GREGORY HAYES | MEMBER; MEMBER, CHIEF EXECUTIVE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 415-977-1201 |
| — | — | 1 | 415-977-1127 |
| — | — | 1 | 415-977-1201 |
| — | — | 1 | 415-977-1201 |
| — | — | 1 | 415-977-1201 |
| — | — | 1 | 415-977-1201 |
| — | — | 1 | 415-977-1127 |
| — | — | 1 | 415-977-1201 |
| — | — | 1 | 415-977-1201 |
| — | — | 1 | 415-977-1201 |