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William Hamilton Wrean

SACAJAWEA & CO, LLP·WELLESLEY, Massachusetts
Clean record21 years registeredSACAJAWEA & CO, LLP
148 LINDEN STREET, SUITE 204, WELLESLEY, MA 02482-7904CRD# 4376595Firm CRD# 109604

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Hamilton Wrean · WELLESLEY, MA
Registration
CRD #4376595 · SACAJAWEA & CO, LLP · 21 years registered
Brand Profile
Not yet started
01

Career History

SACAJAWEA & COMPANY, LLC
Oct 2004 – present
02

Registrations & Exams

Registration record
First registered · October 12, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SACAJAWEA & COMPANY, LLC
CRD 109604 · SEC 801-55107
AUM
$119M
Regulatory assets under management
Employees
1
22 client accounts
Services offered by SACAJAWEA & COMPANY, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at SACAJAWEA & COMPANY, LLC →
Introduction

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Frequently Asked Questions

What services does William Hamilton Wrean offer?
William Hamilton Wrean specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are William Hamilton Wrean's credentials?
William Hamilton Wrean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Hamilton Wrean located?
William Hamilton Wrean is based in WELLESLEY, Massachusetts, working with SACAJAWEA & CO, LLP. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does William Hamilton Wrean charge for services?
William Hamilton Wrean'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 SACAJAWEA & CO, LLP?
SACAJAWEA & CO, LLP has approximately 1 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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