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Aies Advisors LLC (South San Francisco)


Aies Advisors LLC is an adviser based in South San Francisco. It manages $5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

Aies Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aies Advisors: assets under management

The assets under management (AUM) of Aies Advisors LLC is $5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aies Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in South San Francisco

The principal office where Aies Advisors LLC performs its advisory services is located at 400 Oyster Point Boulevard, South San Francisco, CA 94080, 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 650-873-8288 or by fax 650-873-8588. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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