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AMARA FINANCIAL, LLC
CRD 308290 · SEC 801-118722
580 CALIFORNIA STREET, 12TH FLOOR, SAN FRANCISCO, CA, 94104, United States
Phone
415-319-1071
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.5M
Discretionary AUM
$194.3M
Team
3 total employees; 2 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $34.2M |
| High net worth individuals | 59 | $214.3M |
| Pension/profit sharing plans | 1 | $1.9M |
States served
CA, CO, MA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD