Sanders, Booze & Company, Inc. (Overland Park)


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.

Sanders, Booze & Company: assets under management

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 firm manages $53.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $312.5 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sanders, Booze & Company, Inc.

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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Ronald Nelson Sanders President/chief compliance officer 1 Jan 2003 50% - 75% 2096347
Jonathan Lawrence Booze Vice president 1 Jan 2003 50% - 75% 2254390
Jonathan Lawrence Booze Vice president/chief compliance officer 1 Mar 2008 50% - 75% 2254390

Based in Overland Park

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.

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