SA Asset Management, Inc.

Overview

SA Asset Management, Inc. is organized as a corporation and appears to be a privately owned, individual-owned advisory firm that positions itself as a capital allocator and financial planning adviser. Its advisory activity centers on financial planning and the selection of other advisers, suggesting a role that may include structuring client relationships and sourcing external managers rather than running a large in-house investment platform. The firm’s stated fee arrangements include hourly charges, fixed fees, and other fee structures rather than a straight percentage-of-assets model. It is not listed as an active ESG investor and does not identify as a multi-state or newly formed adviser. The firm reports an affiliation with the accounting profession.

Assets & Accounts

Investments & Alternatives

Location & Offices