The Advisory Group of San Francisco, LLC

Form 5500

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

44 Montgomery Street, 3rd Floor, San Francisco, Ca 94104 (415) 977-1200 EIN:94-3339091 Plan Admin:Margaret Hiller

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$5,413,436 / $4,664,120	2022	THE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN - Plan #001	8 / 10	$5,413,436 / $4,664,120
2021	Plan NameTHE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$4,771,916 / $5,413,436	2021	THE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN - Plan #001	8 / 8	$4,771,916 / $5,413,436
2020	Plan NameTHE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$4,413,367 / $4,771,916	2020	THE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN - Plan #001	8 / 8	$4,413,367 / $4,771,916
2019	Plan NameTHE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$3,624,774 / $4,413,367	2019	THE ADVISORY GROUP OF SAN FRANCISCO, LLC 401(K) PLAN - Plan #001	7 / 8	$3,624,774 / $4,413,367