Sa Advisory LLC

Sa Advisory LLC (CRD# 134085) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $37,668,859 in 269 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $140,033
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Sa Advisory LLC
Showing 1 - 2 of 2 top financial advisors.
1
Terry L. Steffen
CRD#: 1272722
4595 Broadmoor Se, Suite 291, Grand Rapids, MI 49512
93
Wealthminder
score

Terry Steffen (CRD# 1272722) is an Investment Advisor Representative working at Sa Advisory LLC in Grand Rapids, MI and has over 32 years of experience in the finance industry.

2
David C. Stocking
CRD#: 1146821
4595 Broadmoor Se, Suite 291, Grand Rapids, MI 49512
93
Wealthminder
score

David Stocking (CRD# 1146821) is an Investment Advisor Representative working at Sa Advisory LLC in Grand Rapids, MI and has over 33 years of experience in the finance industry.

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