Unclaimed Profile

Morton Hart Sachs

SACHS INVESTMENT GROUP, LLC·LOUISVILLE, Kentucky

22 years registeredSACHS 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 · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SACHS INVESTMENT GROUP, LLC

SACHS INVESTMENT GROUP

Apr 2010 – Sep 2019

LOUISVILLE, KY

THE SACHS COMPANY

Sep 2006 – Nov 2009

LOUISVILLE, KY

THE SACHS COMPANY

Aug 2003 – Dec 2005

LOUISVILLE, KY

Registrations & Exams

Registration record

First registered · August 19, 2003

Years registered · 22

Disclosure History

2012Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SACHS INVESTMENT GROUP, LLC

CRD 150377 · SEC 801-70230

AUM

$65M

Regulatory assets under management

Employees

211 client accounts

Services offered by SACHS INVESTMENT GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SACHS INVESTMENT GROUP, LLC →

Introduction

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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.

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, last registered with SACHS INVESTMENT GROUP, LLC.

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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