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Sensiba San Filippo Financial Advisers LLC (San Mateo)


Sensiba San Filippo Financial Advisers LLC is an adviser based in San Mateo. It manages $43.66 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

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Sensiba San Filippo Financial Advisers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, educational seminars and workshops, and asset allocation analyses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sensiba San Filippo Financial Advisers: assets under management

The assets under management (AUM) of Sensiba San Filippo Financial Advisers LLC is $43.66 million. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.51 million in discretionary accounts and $37.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $928.72 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sensiba San Filippo Financial Advisers LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Mateo

The principal office where Sensiba San Filippo Financial Advisers LLC performs its advisory services is located at 2929 Campus Drive, San Mateo, CA 94403, which is also the mailing address of the firm. An additional office of the firm is in Morgan Hill, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-358-9000 or by fax 650-358-9015. The normal business hours are 8:30 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ssffinancial.com.


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