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Building 2SANDERS & SCOTT, CHFC

Map pinWATKINSVILLE, GA
Phone770-760-8933
NotebookSEC #801-129881
Total AUM
$148.8M
Employees
3
Clients
410

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3651 MARS HILL RD
SUITE 2800-B
WATKINSVILLE
GA 30677
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
770-760-8933
Other Offices
2

ReceiptFinancials

Total AUM
$148.8M
Accounts
699
Discretionary
$148.8M
Accounts
699
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
362
AUM
$79.5M
HNW Individual Clients
30
AUM
$66.4M
Pension/Profit Sharing Plan Clients
5
AUM
$16.8K
Charitable Organization Clients
5
AUM
$1.1M
Corporation or Business Clients
8
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALANCSCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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