Disclosures

  1. SEC-Registered Investment Adviser

    Investment advisory services are offered through The Advisory Group of San Francisco, LLC (“AGSF”), a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about The Advisory Group of San Francisco, is also available on the SEC’s website at www.adviserinfo.sec.gov

  2. Third party links, information, and content

    The Advisory Group of San Francisco, LLC (“AGSF”) does not provide and does not intend to provide investment or legal advice through this website. Information contained on this website is for informational and educational purposes only. Third party links and resources are provided for your convenience and have not been independently verified by AGSF. AGSF is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by AGSF of such content or services. Use your discretion.

  3. The Advisory Group of San Francisco, LLC (“AGSF”) is an SEC registered investment adviser principally located in San Francisco, California. AGSF and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which AGSF maintains clients. AGSF may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. AGSF`s web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of AGSF`s web site on the Internet should not be construed by any consumer and/or prospective client as AGSF`s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by AGSF with a prospective client shall be conducted by a representative that either is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of AGSF, please contact either the SEC or the state securities law administrators for those states in which AGSF maintains a notice filing. In addition to being registered as a registered investment adviser with the U.S. Securities and Exchange Commission, AGSF maintains a notice filing with the State of California Department of Corporations and AGSF is primarily limited to providing investment advisory services to residents of California, unless additional filings are completed for specific states. The presence of the web site on the internet shall in no direct or indirect way raise a presumption that AGSF is offering to sell advisory services to residents of any state outside of the state of California. A copy of AGSF`s current written disclosure statement discussing AGSF`s business operations, services, and fees is available from AGSF upon written request. AGSF does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AGSF`s web site or incorporated herein, and takes no responsibility for such information. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.