Overview
Assets Under Management: $126 million
High-Net-Worth Clients: 15
Average Client Assets: $3.8 million
Frequently Asked Questions
SACAJAWEA & COMPANY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109604), SACAJAWEA & COMPANY, LLC is subject to fiduciary duty under federal law.
SACAJAWEA & COMPANY, LLC serves 15 high-net-worth clients according to their SEC filing dated October 16, 2025. View client details ↓
According to their SEC Form ADV, SACAJAWEA & COMPANY, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
SACAJAWEA & COMPANY, LLC manages $126 million in client assets according to their SEC filing dated October 16, 2025.
According to their SEC Form ADV, SACAJAWEA & COMPANY, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.91%
Average Client Assets: $3.8 million
Total Client Accounts: 22
Discretionary Accounts: 22
Regulatory Filings
CRD Number: 109604
Filing ID: 2022184
Last Filing Date: 2025-10-16 15:27:26