Sa Financial Solutions, LLC

Sa Financial Solutions, LLC (CRD# 157790) is a financial advisory firm headquartered in San Antonio, TX. They manage $15,900,000 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
14100 San Pedro Avenue, Suite 418, San Antonio, TX 78232
https://www.safinancialsolutions.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $407,692
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sa Financial Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gerhardt Hartman, financial advisor San Antonio TX
Gerhardt G. Hartman
CRD#: 1536527
14100 San Pedro Avenue, Suite 418, San Antonio, TX 78232

Gerhardt Hartman (CRD# 1536527) is an Investment Advisor Representative working at Sa Financial Solutions, LLC in San Antonio, TX and has over 37 years of experience in the finance industry.

2
Matthew Hartman, financial advisor San Antonio TX
Matthew G. Hartman
CRD#: 4458271
14100 San Pedro Avenue, Suite 418, San Antonio, TX 78232

Matthew Hartman (CRD# 4458271) is an Investment Advisor Representative working at Sa Financial Solutions, LLC in San Antonio, TX and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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