Scott City, KS S. Main Street Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
S&A Financial Services, Inc.
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Firm-wide stats for S&A Financial Services, Inc.
About
S&A Financial Services, Inc. provides investment advisory and management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers client-specific Investment Policy Statements and ongoing portfolio monitoring as part of its discretionary portfolio management services.
S&A combines fundamental and technical analysis and uses both long- and short-term trading strategies to implement client plans, with account reviews at least quarterly and regular reporting to clients. The firm executes trades through recommended custodians (Charles Schwab, Fidelity, and TIAA) and operates under written client authorizations that permit fee deductions and discretionary trading within client guidelines.
The firm is notable for its high client load — roughly 1,160 clients across four advisors, or about 290 clients per advisor — a ratio that is substantially higher than most team advisors and indicates each advisor manages a large number of ongoing relationships. S&A also manages all assets in-house rather than using third‑party sub‑advisors and includes pension consulting among its services, distinguishing its service mix from many peers.
Based on S&A Financial Services, Inc.
Expertise
Based on S&A Financial Services, Inc.
Location
411 S. Main Street
Scott City KS 67871
Advisors at this office
1
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