CRD: 157790
SA Financial Solutions, LLC
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- Custodian
- Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-11-2011
- Office Locations
- 1
Office Locations
About SA Financial Solutions, LLC
SA Financial Solutions is a San Antonio, TX registered investment adviser focused on full-service retirement planning, including income planning, Social Security optimization, tax strategies, and legacy/estate planning. Investment implementation emphasizes ETF-based portfolios with a core allocation to investment-grade and government bonds, and custody includes Charles Schwab. Clients get complimentary 24/7 “Generational Vault” access for secure document storage and daily account values.
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Investment Themes
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Owner & Executives
GERHARDT GENE HARTMAN
Founder, Managing Member, Owner
- CRD
- #1536527
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MATTHEW GENE HARTMAN
Investment Advisor
- CRD
- #4458271
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $438,074 | -- |
| Non-Discretionary | $0 | -- |
| Total | $438,074 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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