Sanders, Booze & Company, Inc. is a large advisory firm based in Overland Park. It manages $53.75 million of regulatory assets for 172 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Kansas and Missouri.
Sanders, Booze & Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sanders, Booze & Company, Inc. is $53.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sanders, Booze & Company, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald Nelson Sanders has been acting as President since 1 Jan 2003. Jonathan Lawrence Booze joined the executive team most recently as the Vice President/Chief Compliance Officer.
The principal office where Sanders, Booze & Company, Inc. performs its advisory services is located at 10851 Mastin, Suite 270, Overland Park, KS 66210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-663-2376 or by fax 877-822-1807. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sandersbooze.com.