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
By the Numbers
-
Total Assets Under Management16MILLION
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Total Number of Accounts39ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Sa Financial Solutions, LLC
1
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 (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.
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