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 $50,371,366 in 121 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $416,292
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)
  • Educational seminars/workshops
  • 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.

CA, TX

Financial Advisors at Sensiba San Filippo Financial Advisers LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ramon J. Polin
CRD#: 2212831
2929 Campus Drive, Suite 225, San Mateo, CA 94403
93
Wealthminder
score

Ramon Polin (CRD# 2212831) is an Investment Advisor Representative working at Sensiba San Filippo Financial Advisers LLC in San Mateo, CA and has over 25 years of experience in the finance industry.

2
Steven E. San Filippo
CRD#: 3264966
2929 Campus Drive, Suite 225, San Mateo, CA 94403
93
Wealthminder
score

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 16 years of experience in the finance industry.

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