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S & A FINANCIAL STRATEGIES & SERVICES, LLC
CRD 140188
1101 NORTH KINGS HIGHWAY - SUITE 204, CHERRY HILL, NJ, 08034, United States
Phone
856-482-1250
Fax
856-414-7436
Registration
— (—)
Source
State registered
Total AUM
$16.2M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $16.2M |
All web addresses on file
Official SEC filing: View on IAPD