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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Preston F Sanders CHFC LLC
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|---|---|
| CRD # | 125741 |
| SEC # | 801-129881 |
| CIK # | |
| AUM | $135.2 M (2025-06-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 770-760-8933 |
| Address | 3651 Mars Hill Rd Watkinsville, GA 30677 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 447 | 78.3 |
| (b) Individuals (high net worth individuals) | 32 | 52.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 6 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 789 | 135.2 |
| By Discretionary | ||
| Discretionary | 789 | 135.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 789 | 135.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.2 | |
| Total | 789 | 135.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Butler Financial Services Inc
✚
|
CO | 0.1 |
|
Credentialed Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Cedarwood Wealth LLC
✚
|
CO | 0.1 |
|
Downshift Financial LLC
✚
|
0.1 | |
|
Game Plan Advisors Inc
✚
|
TX | 0.1 |
|
Somerset Group LLC
✚
|
MN | 0.1 |
|
Financial Legacy Management Inc
✚
|
AR | 0.1 |
|
McKinley Money LLC
✚
|
WI | 0.1 |
|
MCW Financial Inc
✚
|
KY | 0.1 |
|
Sonas Financial Group Inc
✚
|
MO | 0.1 |