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SCS ASSET MANAGEMENT, INC

SAUNDERS, COOK & SEARLE ASSET MANAGEMENT, CORP.

CRD 132450

17872 US HIGHWAY 41 N, LUTZ, FL, 33549, United States

Phone

813-875-5800

Fax

813-353-1661

Registration

— (—)

Source

State registered

Total AUM

$30.2M

Discretionary AUM

$30.2M

Team

2 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-18

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingADVISORY CONSULTING SERVICES

Client types

TypeClientsAUM
Individuals59$15.0M
High net worth individuals8$15.2M

Official SEC filing: View on IAPD