S&a Financial Services, Inc.
S&a Financial Services, Inc. is an SEC-registered mass-market adviser in Overland Park, KS with $392.3M assets under management (AUM, regulatory AUM), +22% over one year. See who owns S&a Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110471, SEC 801-57170, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $392.3M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Overland Park, KS
- Employees
- 7
- Clients
- 1,183
- CRD
- 110471
- Ownership
- SHEPARD, DEBBIE, JEAN; SHEPARD, FRANK, CURTIS; REID, JENNIFER, JO; SHEPARD, GREGORY, CURTIS
How much AUM does S&a Financial Services, Inc. have?
S&a Financial Services, Inc. reported $392.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns S&a Financial Services, Inc.?
Disclosed owners and executives of S&a Financial Services, Inc. include SHEPARD, DEBBIE, JEAN, SHEPARD, FRANK, CURTIS, REID, JENNIFER, JO, SHEPARD, GREGORY, CURTIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.