Monique
San Miguel Lopez
Sas Financial Advisors, LLC
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About this Advisor
Monique San Miguel Lopez is a financial advisor who works in San Francisco, California with a total of 3 years of industry experience. San Miguel Lopez works at Sas Financial Advisors, LLC. Their career trajectory has included roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Habitat For Humanity Greater San Francisco, Forusall and Sas Financial Advisors, LLC. San Miguel Lopez holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Sas Financial Advisors, LLC is an advisory firm that has its headquarters in San Francisco, CA. It handles $110 million in assets between its 400 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 400 customer accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically are based on which service is offered. Fees charged by Sas Financial Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sas Financial Advisors, LLC Brokerage Details
$110,100,000
4
400
$275,250
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Monique San Miguel Lopez Work History
Monique has been registered as a financial advisor for 3 years.*
Sas Financial Advisors, LLC
Forusall
Charles Schwab & Co., Inc
Charles Schwab Bank
Habitat For Humanity Greater San Francisco
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Monique San Miguel Lopez 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
San Francisco, CA
San Francisco, CA
San Francisco, CA
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