Overview
Assets Under Management: $165 million
Frequently Asked Questions
SACHEM INVESTMENT COUNSEL 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 #169332), SACHEM INVESTMENT COUNSEL LLC is subject to fiduciary duty under federal law.
According to their SEC Form ADV, SACHEM INVESTMENT COUNSEL LLC offers portfolio management for individuals. View all service details ↓
SACHEM INVESTMENT COUNSEL LLC manages $165 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, SACHEM INVESTMENT COUNSEL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.07
Total Client Accounts: 18
Discretionary Accounts: 16
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 169332
Last Filing Date: 2024-03-29 00:00:00
Website: https://aol.com