Sensiba San Filippo Financial Advisers LLC

Sensiba San Filippo Financial Advisers LLC (CRD# 129412) is a financial advisory firm headquartered in San Mateo, CA. They manage $30,320,320 in 69 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sensiba San Filippo Financial Advisers LLC
Showing 1 - 1 of 1 top financial advisors.
Steven E. San Filippo
CRD#: 3264966
2929 Campus Drive, Suite 225, San Mateo, CA 94403

Steven San Filippo (CRD# 3264966) is an Investment Advisor Representative working at Sensiba San Filippo Financial Advisers LLC in San Mateo, CA and has over 17 years of experience in the finance industry.

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