Unclaimed Profile

Morton Hart Sachs

SACHS INVESTMENT GROUP, LLC·LOUISVILLE, Kentucky

SACHS INVESTMENT GROUP, LLC

1346 S. THIRD STREET, LOUISVILLE, KY 40208CRD# 1113609Firm CRD# 150377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Morton Hart Sachs · LOUISVILLE, KY

Registration

CRD #1113609 · SACHS INVESTMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Morton Hart Sachs 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

SACHS INVESTMENT GROUP, LLC

SACHS INVESTMENT GROUP

AUM

$65M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SACHS INVESTMENT GROUP, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1113609

Firm CRD# 150377

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Morton Hart Sachs offer?

Morton Hart Sachs specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Morton Hart Sachs's credentials?

Morton Hart Sachs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Morton Hart Sachs located?

Morton Hart Sachs 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 Morton Hart Sachs charge for services?

Morton Hart Sachs'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.

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