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Paul Anthony Sawaya

CAPTAIN ADVISORS LLC·SAN FRANCISCO, California
Unclaimed Profile
300 MONTGOMERY ST. SUITE 350, SAN FRANCISCO, CA 94104CRD# 6517615Firm CRD# 269875
01

About

Paul Anthony Sawaya is a registered financial advisor based in SAN FRANCISCO, California, affiliated with CAPTAIN ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HUMAN INTEREST ADVISORS LLC
HUMAN INTEREST ADVISORS LLC
AUM
$3.4B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HUMAN INTEREST ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6517615
Firm CRD# 269875
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Anthony Sawaya offer?
Paul Anthony Sawaya specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Paul Anthony Sawaya's credentials?
Paul Anthony Sawaya is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Anthony Sawaya located?
Paul Anthony Sawaya is based in SAN FRANCISCO, California, working with CAPTAIN ADVISORS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Paul Anthony Sawaya charge for services?
Paul Anthony Sawaya's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPTAIN ADVISORS LLC?
CAPTAIN ADVISORS LLC has approximately 5 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPTAIN ADVISORS LLC

Bari Alhakim Williams
SAN FRANCISCO, CA
Christopher Tinsley Holmes
SAN FRANCISCO, CA
Jeffrey Pat Lui
SAN FRANCISCO, CA
Klinton Satomi Miyao
SAN FRANCISCO, CA
Kristin Louise Burnett
SAN FRANCISCO, CA
Robert Jeffrey Schneble
SAN FRANCISCO, CA

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Research
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