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Abraham Martinez

AMARA FINANCIAL, LLC·SAN FRANCISCO, California
Clean recordAMARA FINANCIAL, LLC
580 CALIFORNIA STREET, SAN FRANCISCO, CA 94104CRD# 5120000Firm CRD# 308290

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Abraham Martinez · SAN FRANCISCO, CA
Registration
CRD #5120000 · AMARA FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Abraham Martinez is a registered financial advisor based in SAN FRANCISCO, California, affiliated with AMARA FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AMARA FINANCIAL, LLC
AMARA FINANCIAL, LLC
AUM
$159M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AMARA FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5120000
Firm CRD# 308290
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Abraham Martinez offer?
Abraham Martinez specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Abraham Martinez's credentials?
Abraham Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abraham Martinez located?
Abraham Martinez is based in SAN FRANCISCO, California, working with AMARA FINANCIAL, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Abraham Martinez charge for services?
Abraham Martinez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMARA FINANCIAL, LLC?
AMARA FINANCIAL, LLC has approximately 3 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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