{
  "crd_number": 148763,
  "slug": "strategic-asset-alliance-bellevue-wa-148763",
  "primary_business_name": "STRATEGIC ASSET ALLIANCE",
  "legal_name": "SAA ADVISORS, INC.",
  "dbas": [],
  "city": "Bellevue",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-11-24",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-01-13",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 5,
      "description": "ASSOCIATIONS"
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 15
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "educational_seminars",
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "ME",
    "MO",
    "NH",
    "TX",
    "WA"
  ],
  "websites": [
    "https://saai.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148763",
  "city_as_filed": "BELLEVUE",
  "url": "https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763",
  "display_name": "Strategic Asset Alliance",
  "summary": "Strategic Asset Alliance is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated January 13, 2026.",
  "citation": "AdvisorCensus. Strategic Asset Alliance (CRD 148763): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Asset Alliance compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strategic Asset Alliance reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Strategic Asset Alliance charge?",
      "a": "Its Form ADV Part 2A brochure dated January 13, 2026 states: Flat fee: $35,000 to $250,000 a year (investment advisory consulting services, participant education and…); Flat fee: $25,000 a year (SAA Solutions guided service platform for insurance companies and…); Flat fee: $7,500 to $250,000 (Project Consulting Services for insurance companies and government risk…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Strategic Asset Alliance located?",
      "a": "Strategic Asset Alliance's principal office is in Bellevue, WA, according to its Form ADV."
    },
    {
      "q": "Is Strategic Asset Alliance registered with the SEC or a state?",
      "a": "Strategic Asset Alliance is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148763."
    },
    {
      "q": "How have Strategic Asset Alliance's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Strategic Asset Alliance: Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Strategic Asset Alliance serve?",
      "a": "By number of clients on Form ADV Item 5.D: insurance companies (15); other (5)."
    },
    {
      "q": "Does Strategic Asset Alliance report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148763"
    },
    {
      "q": "What changed in Strategic Asset Alliance's recent Form ADV filings?",
      "a": "In the February 2026 filing data: No longer lists an office in Rockport, ME."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2021-03-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2022-02-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2023-02-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2024-01-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2025-01-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2026-01-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "No longer lists an office in Rockport, ME."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $35,000 to $250,000 a year (investment advisory consulting services, participant education and…)",
      "Flat fee: $25,000 a year (SAA Solutions guided service platform for insurance companies and…)",
      "Flat fee: $7,500 to $250,000 (Project Consulting Services for insurance companies and government risk…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $35,000 to $250,000 a year (investment advisory consulting services, participant education and…)"
        ],
        "quotes": [
          "Our fixed fees are negotiable and range between $35,000 and $250,000 annually depending on the scope and complexity of the services rendered."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $25,000 a year (SAA Solutions guided service platform for insurance companies and…)"
        ],
        "quotes": [
          "Our fee is a fixed annual rate is $25,000 for assets up to $25,000,000 and is negotiable depending on the scope and complexity of the services rendered."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $7,500 to $250,000 (Project Consulting Services for insurance companies and government risk…)"
        ],
        "quotes": [
          "Our per project fees range from $7,500 and $250,000 and is negotiable depending on the scope and complexity of the services rendered."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 35000.0,
          "max": 250000.0,
          "period": "annual",
          "service": "investment advisory consulting services, participant education and fiduciary services to pension plans, insurance compan"
        },
        {
          "kind": "flat",
          "amount": 25000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "SAA Solutions guided service platform for insurance companies and governmental risk pools with an investment portfolio u"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 7500.0,
          "max": 250000.0,
          "period": "one_time",
          "service": "Project Consulting Services for insurance companies and government risk pools"
        }
      ]
    },
    "quotes": [
      "Our fixed fees are negotiable and range between $35,000 and $250,000 annually depending on the scope and complexity of the services rendered.",
      "Our fee is a fixed annual rate is $25,000 for assets up to $25,000,000 and is negotiable depending on the scope and complexity of the services rendered.",
      "Our per project fees range from $7,500 and $250,000 and is negotiable depending on the scope and complexity of the services rendered."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 15,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 5,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148763",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}