S & A FINANCIAL STRATEGIES & SERVICES, LLC

S & A FINANCIAL STRATEGIES & SERVICES, LLC of CHERRY HILL, NJ is an SEC-registered investment adviser (CRD 140188). Regulatory assets under management: $16.2M.

Registration

• CRD: 140188
• Type: Registered investment adviser
• Location: 1101 NORTH KINGS HIGHWAY - SUITE 204, CHERRY HILL, NJ, 08034
• Phone: 856-482-1250
• Latest filing: 2026-02-26
• Regulatory AUM: $16.2M
• Non-discretionary AUM: $16.2M
• Clients: 2
• Accounts: 39

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140188 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search