Sa Financial Solutions, LLC

Sa Financial Solutions, LLC (CRD# 157790) is a financial advisory firm headquartered in San Antonio, TX. They manage $3,701,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $137,074
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

TX

Financial Advisors at Sa Financial Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gerhardt G. Hartman
CRD#: 1536527
14100 San Pedro Avenue, Suite 415, San Antonio, TX 78232
86
Wealthminder
score

Gerhardt Hartman (CRD# 1536527) is an Investment Advisor Representative working at Sa Financial Solutions, LLC in San Antonio, TX and has over 30 years of experience in the finance industry.

2
Matthew G. Hartman
CRD#: 4458271
14100 San Pedro Avenue, Suite 415, San Antonio, TX 78232
78
Wealthminder
score

Matthew Hartman (CRD# 4458271) is an Investment Advisor Representative working at Sa Financial Solutions, LLC in San Antonio, TX and has over 4 years of experience in the finance industry.

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