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S & A FINANCIAL STRATEGIES & SERVICES, LLC

Advisory

CHERRY HILL, NJ

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account
$416K
across 39 accounts
AUM per adviser
$16M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$16M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$16M
Discretionary AUM$0
Non-Discretionary AUM$16M
Discretionary %0%
Total Clients39
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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