SANDERS & SCOTT, CHFC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Georgia, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	793	$119.1M
Non-Discretionary	0	$0
Total	793	$119.1M

Clients

Type	Number	RAUM
Individuals	450	$74.5M
HNW Individuals	25	$40.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	5	$20,334
Charitable organizations	<5	$902,935
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	7	$3.1M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMQUARTERLY ADVISORY FEE
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-129881
SEC ERA File Number	801-129881
SEC CIK Numbers	None
SEC CRD Numbers	125741
Legal Entity Identifier	None

Principal Office

3651 MARS HILL RD
SUITE 2800-B
WATKINSVILLE
GA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic