# S&A Financial Services

S&A Financial Services is a Multi Family Office based in Lakeway, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lakeway, United States
- **Region:** North America
- **Address:** Washington, DC, United States
- **Assets under management:** Undisclosed
- **Website:** safinancial.com

## Regulatory record

- **CRD number:** 316024
- **SEC file number:** 801-122258
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316024

## About

S&A Financial Services is an SEC-registered investment adviser in Lakeway, TX, registered since 2021. The firm manages $590 million in regulatory assets. It has 45 employees and 16 investment advisers.

## Offices

- New York
- Menlo Park
- San Francisco
- Arlington
- Dallas
- Denver
- Calabasas
- West Hollywood
- Overland Park

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- [Apryse](https://altss.com/profile/apryse)
- [Ventures Unknown](https://altss.com/profile/unknown)

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Last updated: 2026-07-06T01:24:25.008Z

Canonical page: https://altss.com/profile/sanda-financial-services

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