FINANCIAL SERVICES GROUP

FINANCIAL SERVICES GROUP of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 135569).

Registration

• CRD: 135569
• Type: Registered investment adviser
• Location: 50 CALIFORNIA STREET, SAN FRANCISCO, CA, 94111
• Phone: 415-956-3677
• Latest filing: 2026-04-08
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135569 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search