Monique
San Miguel Lopez
Sas Financial Advisors, LLC
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About this Advisor
Monique San Miguel Lopez is a financial advisor based in San Francisco, California, working with Sas Financial Advisors, LLC. Monique has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Habitat For Humanity Greater San Francisco, Forusall, and Sas Financial Advisors, LLC. Monique has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Monique 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 high-net-worth clients and offers services including 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
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Fee Structure
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Sas Financial Advisors, LLC Brokerage Details
$120,000,000
5
434
$276,498
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Monique San Miguel Lopez Work History
Sas Financial Advisors, LLC
Forusall
Charles Schwab & Co., Inc
Charles Schwab Bank
Habitat For Humanity Greater San Francisco
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
San Francisco, CA
San Francisco, CA
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