# S & A Financial Strategies & Services

S & A Financial Strategies & Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 140188
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140188

## About

S & A Financial Strategies & Services, LLC is a state-registered investment adviser in Cherry Hill, NJ. The firm manages approximately $16 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### What is the known investment mandate of S & A Financial Strategies & Services?

No investment mandate has been publicly disclosed for S & A Financial Strategies & Services. The entity does not appear in regulatory filings, press releases, or professional networks in connection with any specific deals, fund commitments, or asset-class preferences. This opacity is typical of an administrative or tax-planning structure rather than an active investment office.

## Related profiles

- [Smart Choice Financial Planning](https://altss.com/profile/smart-choice-financial-planning-inc)

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Last updated: 2026-07-06T01:24:24.784Z

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