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SANDERS & SCOTT, CHFC
PRESTON F. SANDERS, CHFC, LLC
CRD 125741 · SEC 801-129881
3651 MARS HILL RD, SUITE 2800-B, WATKINSVILLE, GA, 30677, United States
Phone
770-760-8933
Fax
770-760-1073
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.8M
Discretionary AUM
$148.8M
Team
3 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 362 | $79.5M |
| High net worth individuals | 30 | $66.4M |
| Pension/profit sharing plans | 5 | $17K |
| Charitable organizations | 5 | $1.1M |
| Corporations/business entities | 8 | $1.8M |
States served
AL, GA, LA, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD