|
⚲
|
| Preston F Sanders CHFC LLC
✚
| |
|---|---|
| CRD # | 125741 |
| SEC # | 801-129881 |
| CIK # | |
| AUM | $119.1 MM (2024-03-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 770-760-8933 |
| Address | 3651 Mars Hill Rd Watkinsville, GA 30677 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 450 | 74.5 |
| (b) Individuals (high net worth individuals) | 25 | 40.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 3 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 793 | 119.1 |
| By Discretionary | ||
| Discretionary | 793 | 119.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 793 | 119.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.1 | |
| Total | 793 | 119.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Investors Mosaic LLC
✚
|
NC | 0.1 |
|
Members Wealth LLC
✚
|
PA | 0.1 |
|
Three Points Financial Inc
✚
|
CO | 0.1 |
|
Financial Consultants Group Inc
✚
|
GA | 0.1 |
|
Financial Legacy Management Inc
✚
|
AR | 0.1 |
|
Harold W Dance Inc
✚
|
UT | 0.1 |
|
Professional Wealth Management Services LLC
✚
|
NC | 0.1 |
|
Indfin LLC
✚
|
NJ | 0.1 |
|
Safran Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Hawthorn Capital Management LLC
✚
|
CA | 0.1 |