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Amara Financial, LLC CRD 308290
$250M regulatory AUM 9 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
580 California Street 12Th Floor, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED | 2020-12-21 |
| CA | RA | APPROVED | 2020-07-01 |
Branch Locations
580 California Street 12Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Francisco | CA | 03/2016 | 04/2017 |
| Ameriprise Financial Services, Inc. | San Francisco | CA | 05/2017 | 10/2017 |
| Brio Financial Group | San Francisco | CA | 10/2017 | 05/2020 |
| Amara Financial, Llc | San Francisco | CA | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
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