Investment adviser · CRD 148763
STRATEGIC ASSET ALLIANCE
Investment adviser filing (IA)
SAA ADVISORS, INC.
BELLEVUE, WA, United States · Form ADV filed Jan 13, 2026
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $0 | Not reported |
| Insurance companies | 15 | $0 | Not reported |
| Corporations & businesses | Fewer than 5 | $0 | Not reported |
| Other clients | 5 | $0 | Not reported |
Filing source
Form ADV 2039517 · Jan 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 13, 2026. View historical filings
Reported services
Pension consulting · Selection of other advisers · Educational seminars
Compensation
Fixed
Principal office
500 108TH AVENUE NE, SUITE 1100BELLEVUE, WA, 98004, United States
CRD 148763
Filing source
Form ADV 2039517 · Jan 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.