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Richard A. Saso Investment Advisory Services (San Ramon)


Richard A. Saso Investment Advisory Services is a large advisory firm based in San Ramon. It manages $31.84 million of regulatory assets for 229 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.




Richard A. Saso Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Richard A. Saso Investment Advisory Services: assets under management

The assets under management (AUM) of Richard A. Saso Investment Advisory Services is $31.84 million. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.57 million in discretionary accounts and $7.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $245.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $56.37 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Richard A. Saso Investment Advisory Services for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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 Ramon

The principal office where Richard A. Saso Investment Advisory Services performs its advisory services is located at 3130 Crow Canyon Place, San Ramon, CA 94583, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-275-9111 or by fax 925-275-1499. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday.


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