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Investment Advisor Representative & Member · SAS Financial Advisors, LLC.

Monique R. San Miguel Lopez

CRD 6543655 · Named on Form ADV at one SEC-registered adviser

At a glance

SAS Financial Advisors, LLC., an SEC-registered wealth manager based in SAN Francisco, CA with $167 million in regulatory assets, lists Monique R. San Miguel Lopez on its Form ADV as Investment Advisor Representative & Member.

Firms and roles

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Monique’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Monique’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.