$148.8M Total AUM
$148.8M Disc. AUM
-- 3Y CAGR
3 Employees
410 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-03-1996
- Office Locations
- 1
Office Locations
3651 Mars Hill RD Suite 2800-B Watkinsville GA
About Sanders & Scott, Chfc
Sanders & Scott (Watkinsville, GA) provides wealth management and financial planning, including tax planning, insurance guidance, and business-succession planning, with a client focus that includes entrepreneurs. Portfolios are implemented largely through ETFs, with smaller allocations to cash and U.S. government/agency bonds. The firm custodies primarily with Charles Schwab.
Team overview
-- AVG AGE
$74.4M AVG AUM / ADVISOR
$363.0K AVG AUM / CLIENT
8.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
Robert Waymon Scott III
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #7279841
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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P
PRESTON FRANKLIN SANDERS
Senior Partner
- CRD
- #1280448
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,837,173 | $212,929 |
| Non-Discretionary | $0 | -- |
| Total | $148,837,173 | $212,929 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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