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SA FINANCIAL SOLUTIONS, LLC
CRD 157790
14100 SAN PEDRO AVENUE, SUITE 418, SAN ANTONIO, TX, 78232, United States
Phone
210-497-8743
Fax
210-485-1194
Registration
— (—)
Source
State registered
Total AUM
$438K
Discretionary AUM
$438K
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $438K |
All web addresses on file
Official SEC filing: View on IAPD