Fingage Advisors LLC (San Francisco)

Name: Fingage Advisors LLC
Address: 1122 Clay Street, San Francisco, CA, 94108
Telephone: 262-346-4243

Fingage Advisors LLC is an internet adviser based in San Francisco. It manages $14.2 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Fingage Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fingage Advisors: assets under management

The assets under management (AUM) of Fingage Advisors LLC is $14.2 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fingage Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Fingage Advisors serves?

The only and largest group of clients of Fingage Advisors is individuals with 16 clients and $14.2 million of assets under management. Among the 3 most similar advisory firms, Fingage Advisors has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $14.2 million for 16 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Fingage Advisors doesn't advise any private funds.

Careers at Fingage Advisors LLC

The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fingage Holdings Inc.	Managing member, parent entity	1 Feb 2016	75% - 100%	81-1179176
Samer Habl	Cco	1 Feb 2016	Other	5406757

Based in San Francisco

The principal office where Fingage Advisors LLC performs its advisory services is located at 1122 Clay Street, San Francisco, CA 94108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-346-4243. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at fingage.com.