S & A Financial Strategies & Services, LLC
S & A Financial Strategies & Services, LLC (CRD# 140188) is a financial advisory firm headquartered in Cherry Hill, NJ. They manage $13,361,114 in 37 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
S & A Financial Strategies & Services, LLC
By the Numbers
-
Total Assets Under Management13MILLION
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Total Number of Accounts37ACCOUNTS
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Average Account Value$361,111
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA
Financial Advisors at S & A Financial Strategies & Services, LLC
1
Marion Tambone (CRD# 6991212) is an Investment Advisor Representative working at S & A Financial Strategies & Services, LLC in Cherry Hill, NJ and has over 5 years of experience in the finance industry.
2
Steven Tambone (CRD# 4323965) is an Investment Advisor Representative working at S & A Financial Strategies & Services, LLC in Cherry Hill, NJ and has over 23 years of experience in the finance industry.
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