RIA Intel›Advisers›Michigan›SAUNDERS FINANCIAL LLC

SAUNDERS FINANCIAL LLC

Advisory

LIVONIA, MI

Data as of Aug 3, 2026 · Source: SEC Form ADV

Rank in MI

#452

of 521 advisers by AUM

Average account

$1M

across 66 accounts

AUM per adviser

$69M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$69M

Discretionary AUM$69M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

66 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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