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Saso, Richard Anthony (San Ramon)


Saso, Richard Anthony is a large advisory firm based in San Ramon. It manages $28.32 million of regulatory assets for 164 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Saso, Richard Anthony 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 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Saso, Richard Anthony: assets under management

The assets under management (AUM) of Saso, Richard Anthony is $28.32 million. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.11 million in discretionary accounts and $16.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $186.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $163.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Saso, Richard Anthony 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 Saso, Richard Anthony performs its advisory services is located at 3130 Crow Canyon Pl Ste 200, San Ramon, CA 94583 1346, 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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