RIA Intel›Advisers›Georgia›SAUNDERS INVESTMENT MANAGEMENT, LLC

SAUNDERS INVESTMENT MANAGEMENT, LLC

Advisory

Data as of Feb 7, 2025 · Source: SEC Form ADV

Average account

$1M

across 24 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 7, 2025.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

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

DELON, GERALD LAWRENCE

$32M

VERSAILLES FINANCIAL, LLC

$33M

AUST FINANCIAL ADVISORY, LLC

$33M

JORDAN CAPITAL AM, LLC

ATLANTA, GA

$32M

AJAX CAPITAL ADVISORS, INC.

ATLANTA, GA

$33M

TRESTLE WEALTH ADVISORY, LLC

DULUTH, GA

$33M

Get the full picture on SAUNDERS INVESTMENT MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SAUNDERS INVESTMENT MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans