RIA Intel›Advisers›California›PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC

PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$730M
1-Year AUM Growth
-10.5%
3-Year CAGR
+6.1%
Employees
7
Assets Under Management
Total AUM$730M
Discretionary AUM$730M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees7
Investment Advisers9
Employee Growth (1Y)—
Filing History
Total Filings on Record31
First FilingDec 15, 2004
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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