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THE ADVISORY GROUP OF SAN FRANCISCO, LLC

EIN 94-3339091-financial services-Latest filing 2024
Plans
1
Retirement
1
$4.8M assets
Welfare
0
Participants
12
44 MONTGOMERY STREET, 3RD FLOOR - SAN FRANCISCO, CA 94104415-977-1200advisorygroupsf.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.8M - 12 part

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Retirement#001

THE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN

401k

Assets$4.8M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN401k$4.8M122024
Retirement plans
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