S
CRD: 140188
S & A Financial Strategies & Services, LLC
$16.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
39 ADV. Clients
20 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-17-2006
- Office Locations
- 1
Office Locations
1101 North Kings Highway - Suite 204 Cherry Hill NJ
About S & A Financial Strategies & Services, LLC
S&A Financial Strategies & Services is an owner-led, retail-focused advisory in Cherry Hill, NJ providing personal financial planning and investment planning for individuals and business owners. The firm incorporates ETFs and mutual funds and also supports tax, estate, and insurance planning; founder Steve Tambone leads the practice.
Team overview
-- AVG AGE
$16.2M AVG AUM / ADVISOR
$415.9K AVG AUM / CLIENT
14 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
STEVEN WILLIAM TAMBONE
Chief Compliance Officer, Managing Member, President
- CRD
- #4323965
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
Marion Tambone
--
- CRD
- #6991212
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,221,561 | -- |
| Total | $16,221,561 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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