S&A Financial Services, Inc.
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 110471
- Registered since
- February 10, 2000
- Website
- safinancialservices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals47.44%
- HNWI41.63%
- Pension & Profit Sharing Plans7.96%
- Corporations / Businesses2.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
S&A Financial Services, Inc. is an independent, individually owned registered investment adviser; it has been registered with the SEC since 2000. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client base includes individual and family clients as well as institutional relationships. Fee arrangements combine percentage-of-AUM billing with hourly charges. The firm identifies as not being a capital allocator and does not position itself as an active ESG investor. It operates as a single-state adviser per the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities10%
- US Government Bonds10%
- Cash & Cash Equivalents5%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$172M in ETFs
74%
$127M
25%
$45.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG) | BlackRock | Passive | High Yield Bond | $11.7M | 283,072 | 6.77% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 8655 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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