SACAJAWEA & COMPANY, LLC

WESTON, Massachusetts·2 registered advisors·CRD# 109604

SEC# 801-551070781-703-5641

01

Firm Overview

AUM

$119M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Pension consulting

Compensation

Percentage of AUM

03

Specialties

Investment Management Retirement Planning Fee-Only Advisory

04

Advisors at SACAJAWEA & COMPANY, LLC

2 registered advisors

William Hamilton Wrean

WELLESLEY, Massachusetts

William Hamilton Wrean

WESTON, Massachusetts

05

Office Locations

WELLESLEY, Massachusetts

WESTON, Massachusetts

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. SACAJAWEA & COMPANY, LLC (CRD# 109604) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.