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
580 California Street, 12th Floor, San Francisco, CA 94104
https://www.amarafinancial.com
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    542
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Amara Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lauren Fortier, financial advisor San Francisco CA
Lauren M. Fortier
CRD#: 6212904
580 California Street, 12th Floor, San Francisco, CA 94104

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, financial advisor San Francisco CA
Abraham Martinez
CRD#: 5120000
580 California Street, 12th Floor, San Francisco, CA 94104

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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