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SACHS INVESTMENT GROUP, LLC
SACHS INVESTMENT GROUP, LLC
SACHS INVESTMENT GROUP
LOUISVILLE, Kentucky
·
4 registered advisors
·
CRD# 150377
SEC# 801-70230
502-637-1949
01
Firm Overview
AUM
$65M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SACHS INVESTMENT GROUP, LLC
4 registered advisors
James Edward Buchheit
LOUISVILLE, Kentucky
CRD# 4724168
Jennifer Ellen Dobbins
LOUISVILLE, Kentucky
CRD# 1078611
Morton Hart Sachs
LOUISVILLE, Kentucky
CRD# 1113609
Ronald Edward Mcgrath
LOUISVILLE, Kentucky
CRD# 1666112
05
Office Locations
LOUISVILLE, Kentucky
4 advisors
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Data sourced from SEC Form ADV filings. SACHS INVESTMENT GROUP, LLC (CRD# 150377) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.