Amara Financial, LLC
Amara Financial, LLC (CRD# 308290) is a financial advisory firm headquartered in San Francisco, CA. They manage $159,035,680 in 542 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management159MILLION
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Total Number of Accounts542ACCOUNTS
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Average Account Value$293,424
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Amara Financial, LLC
1
Lauren Fortier (CRD# 6212904) is an Investment Advisor Representative working at Amara Financial, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.
2
Abraham Martinez (CRD# 5120000) is an Investment Advisor Representative working at Amara Financial, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.
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