Overview
Assets Under Management: $647 million
High-Net-Worth Clients: 25
Average Client Assets: $5.6 million
Frequently Asked Questions
SACKVILLE BANK LIMITED 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 #170883), SACKVILLE BANK LIMITED is subject to fiduciary duty under federal law.
SACKVILLE BANK LIMITED serves 25 high-net-worth clients according to their SEC filing dated October 03, 2017. View client details ↓
According to their SEC Form ADV, SACKVILLE BANK LIMITED offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SACKVILLE BANK LIMITED manages $647 million in client assets according to their SEC filing dated October 03, 2017.
According to their SEC Form ADV, SACKVILLE BANK LIMITED serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.50%
Average Client Assets: $5.6 million
Total Client Accounts: 69
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 170883
Filing ID: 1143247
Last Filing Date: 2017-10-03 18:05:00