Saa Advisors, Inc. (Bellingham)

Saa Advisors, Inc. is a pension cosultant based in Bellingham. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Maine, Massachusetts, New Hampshire, and Washington.

Saa Advisors provides portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and investment consulting for insurers and affiliated entities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Saa Advisors, Inc. for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Alton Robert Cogert serves?

The firm provides services to insurance companies and pension and profit sharing plans. The largest group of clients of Alton Robert Cogert is insurance companies with 3 clients and $0 of assets under management. Among the 1 most similar advisory firms, Saa Advisors has the highest percentage of insurance companies out of all clients.

None of the firm’s clients are foreign persons or businesses.

Saa Advisors doesn't advise any private funds.

Careers at Saa Advisors, Inc.

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alton Robert Cogert	President/chief compliance officer	1 Aug 2008	75% - 100%	5612068

Based in Bellingham

The principal office where Saa Advisors, Inc. performs its advisory services is located at 11 Bellwether Way, Bellingham, WA 98225, which is also the mailing address of the firm. An additional office of the firm is in Rockport, ME. It doesn’t run an office outside of the United States.