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Francisco Sosa Del Valle

SMARTADVISOR LLC·SAN FRANCISCO, California
Clean recordSMARTADVISOR LLC
201 SPEAR STREET, SAN FRANCISCO, CA 94105CRD# 4699320Firm CRD# 319690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francisco Sosa Del Valle · SAN FRANCISCO, CA
Registration
CRD #4699320 · SMARTADVISOR LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Francisco Sosa Del Valle is a registered financial advisor based in SAN FRANCISCO, California, affiliated with SMARTADVISOR LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SMARTADVISOR LLC
BUNKER
AUM
$8M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at SMARTADVISOR LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4699320
Firm CRD# 319690
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Francisco Sosa Del Valle offer?
Francisco Sosa Del Valle specializes in Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Francisco Sosa Del Valle's credentials?
Francisco Sosa Del Valle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francisco Sosa Del Valle located?
Francisco Sosa Del Valle is based in SAN FRANCISCO, California, working with SMARTADVISOR LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Francisco Sosa Del Valle charge for services?
Francisco Sosa Del Valle'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 SMARTADVISOR LLC?
SMARTADVISOR LLC has approximately 13 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SAN FRANCISCO, CA
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