Saunix Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 306839
- Website
- saunix.net
- Custodians
- CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI80.78%
- Corporations / Businesses18.82%
- Individuals0.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Saunix Investment Management, LLC is a small, equity-focused registered investment adviser that manages discretionary portfolios for individuals, families and small institutions. The firm’s filings show a clear preference for exchange-traded equities as the primary engine of return, supported by mutual funds and a targeted allocation to commodities as an alternative sleeve. Saunix runs standard portfolio management services for individuals and small businesses and charges clients both a percentage of assets under management and hourly fees for advisory work. The adviser does not position itself as an ESG investor and operates with a highly concentrated client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities64%
- Public Funds/Mutual Funds24%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Karl Saunders
Registered Investment AdvisorCRD 7222826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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