SA FINANCIAL SOLUTIONS, LLC

SA FINANCIAL SOLUTIONS, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 157790). Regulatory assets under management: $438K.

Registration

• CRD: 157790
• Type: Registered investment adviser
• Location: 14100 SAN PEDRO AVENUE, SAN ANTONIO, TX, 78232
• Phone: 210-497-8743
• Latest filing: 2026-02-24
• Regulatory AUM: $438K
• Discretionary AUM: $438K
• Clients: 2
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157790 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search