CRD: 306839
Saunix Investment Management, LLC
$13.9M Total AUM
$13.9M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-31-2020
- Office Locations
- 1
Office Locations
-- Zanesville OH
About Saunix Investment Management, LLC
Saunix Investment Management, LLC provides financial advice and asset management for individuals and businesses, with a client focus that includes entrepreneurs. The firm emphasizes asset allocation, implementing portfolios primarily with ETFs and mutual funds, and also covers cryptocurrency. It serves both retail and institutional relationships and custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$13.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Karl Curtis Saunders
Managing Director
- CRD
- #7222826
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,852,238 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,852,238 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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