Faith
Counio

Sas Financial Advisors, LLC

CRD#7516831
Investment Advisor
in San Francisco, CA

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About this Advisor

Faith Counio is a financial advisor based in San Francisco, California, working with Sas Financial Advisors, LLC. Faith has previously held positions at Bivium Capital Partners, LLC, Cerity Partners LLC, Sas Financial Advisors, LLC, and Open and Chrysalid Financial, LLC. Faith is registered to provide services in California. Currently, Faith is part of Sas Financial Advisors, LLC, which operates out of San Francisco, California. The firm has 5 employees and manages assets totaling $120.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Sas Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 California Street Suite 1500
San Francisco, CA 94111

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Sas Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$120,000,000

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

434

CA Average: 3,727
Average Account Size

$276,498

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Faith Counio Work History

2023 - Present (1 year)

Sas Financial Advisors, LLC

2023 - Present (1 year)

Chrysalid Financial, LLC

2022 - 2022 (< 1 year)

Cerity Partners LLC

2022 - 2023 (1 year)

Open

2014 - 2022 (8 years)

Bivium Capital Partners, LLC

Disclosures

Please visit the SEC profile of Faith Counio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sas Financial Advisors, LLC

Elizabeth Prindle
San Francisco, CA
Syeda Iqbal
San Francisco, CA
Faith Counio
San Francisco, CA
Monique San Miguel Lopez
San Francisco, CA
Ira Fateman
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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