Saunders Investment Management LLC
RIAState Registered
Total AUM
$32.5M
Discretionary
$32.5M
100% of AUM
Avg account
$1.4M
Accounts
24
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 287579
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Charitable Organizations56.92%
- Individuals43.08%
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Saunders Investment Management LLC is a small, independently owned registered investment adviser operating as an LLC and serving individual and family clients. The firm focuses on portfolio management for individuals and small businesses and offers market-timing services. Its fee structure combines a percentage-of-AUM billing with hourly charges for certain engagements. Saunders does not position itself as a multi-state adviser, a pension consultant, or a capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Investment Grade Corp Bonds27%
- US Government Bonds20%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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