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).
Total Assets Under Management30MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$439,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.