AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

James Edward Buchheit

SACHS INVESTMENT GROUP, LLC·LOUISVILLE, Kentucky
SACHS INVESTMENT GROUP, LLC
1346 S. THIRD STREET, LOUISVILLE, KY 40208CRD# 4724168Firm CRD# 150377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edward Buchheit · LOUISVILLE, KY
Registration
CRD #4724168 · SACHS INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

James Edward Buchheit is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with SACHS INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SACHS INVESTMENT GROUP, LLC
SACHS INVESTMENT GROUP
AUM
$65M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SACHS INVESTMENT GROUP, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4724168
Firm CRD# 150377
View on FINRA BrokerCheck →

Looking for a financial advisor in LOUISVILLE?

Browse all registered financial advisors in LOUISVILLE, Kentucky or claim this profile if it's yours.

Browse LOUISVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Edward Buchheit offer?
James Edward Buchheit specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are James Edward Buchheit's credentials?
James Edward Buchheit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Buchheit located?
James Edward Buchheit is based in LOUISVILLE, Kentucky, working with SACHS INVESTMENT GROUP, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does James Edward Buchheit charge for services?
James Edward Buchheit's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SACHS INVESTMENT GROUP, LLC?
SACHS INVESTMENT GROUP, LLC has approximately 6 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SACHS INVESTMENT GROUP, LLC

Jennifer Ellen Dobbins
LOUISVILLE, KY
Morton Hart Sachs
LOUISVILLE, KY
Ronald Edward Mcgrath
LOUISVILLE, KY

More Advisors in LOUISVILLE, Kentucky

Mary Linder Herrmann
HARVEY INVESTMENT COMPANY, LLC·LOUISVILLE, KY
Joshua Stephen Jevne
HARVEY INVESTMENT COMPANY, LLC·LOUISVILLE, KY
John Edmund Unger Steinbock
DYNAMIC MARKET ADVANTAGE, LLC·LOUISVILLE, KY
John Johnston Davis
HARVEY INVESTMENT COMPANY, LLC·LOUISVILLE, KY
Samuel Castleman Harvey
HARVEY INVESTMENT COMPANY, LLC·LOUISVILLE, KY
Thomas Dignan Mueller
RIVER ROAD ASSET MANAGEMENT, LLC·LOUISVILLE, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Request removal of this profile