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Home > Retirement Planners > kansas > overland park > S&A FINANCIAL SERVICES, INC.
S&A FINANCIAL SERVICES, INC.
8655 College Blvd., Suite 100
Overland Park, Kansas 66210-1835
Tel: 913-362-2712
About S&A FINANCIAL SERVICES, INC.
S&A FINANCIAL SERVICES, INC, formally registered with the SEC as S&A FINANCIAL SERVICES, INC. The firm was established in 02/10/2000. They have over 2 offices throughout the country.
S&A FINANCIAL SERVICES, INC. is a Overland Park, Kansas based Financial Planning firm with nearly $310,609,887 assets under management, offering retirement planning & investment advisory services to 1582 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110471 |
| SEC# | 801-57170 |
| Assets Managed by Firm | $310,609,887 |
| No. of Clients | 1582 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1582 | $310,609,887 |
| Individuals (other than high net worth individuals) | 958 | $176,132,002 |
| High net worth individuals | 63 | $105,154,499 |
| Pension and profit sharing plans | 14 | $21,623,480 |
| Corporations or other businesses | 13 | $7,699,906 |
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