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STRATEGIC ASSET ALLIANCE
Legal name: SAA ADVISORS, INC.
CRD 148763File 801-69727
APPROVED
Filing as of Jan 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
15
Not reported accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 24, 2008
- Principal office
- 500 108TH AVENUE NE, SUITE 1100, BELLEVUE, WA, 98004
- Phone
- 360-255-2500
- Website
- http://www.saai.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Insurance companies | 15 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 20 | 15 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.