Saunders Investment Management LLC
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 operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to charge fees based on a percentage of assets under management (AUM) and hourly charges. While not classified as a capital allocator, the firm does engage in market timing services, indicating a proactive approach to investment management. The client base consists mainly of individual and family clients, and the firm does not actively pursue ESG investment strategies.
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 Equities51%
- Investment Grade Corp Bonds27%
- US Government Bonds20%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Clayton Saunders
AnalystCRD 1245402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Macc IV Group
RIAFranklin Trend Investment Management, LLC
RIABoise, ID
Modern Wealth LLC
RIAFrontenac Partners, L.L.C.
RIAAdvosion
RIASensus Wealth Management Group LLC
RIASan Antonio, TX