SA Asset Management, Inc.

Overview

SA Asset Management, Inc. is a New York-registered corporation privately owned by an individual that provides advisory and planning services. The firm offers financial planning and acts as a selector of other advisers, positioning itself as a capital allocator rather than a traditional product distributor. Its fee arrangements include hourly and fixed-fee engagement models (and other custom fee arrangements), and it does not identify itself as an active ESG investor. The firm lists an affiliation with the accounting profession and is recorded in the dataset without a more specific industry classification.

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Location & Offices