SACHS INVESTMENT GROUP, LLC

SACHS INVESTMENT GROUP

LOUISVILLE, Kentucky·3 registered advisors·CRD# 150377

SEC# 801-70230502-637-1949

01

Firm Overview

AUM

$65M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

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

3 registered advisors

James Edward Buchheit

LOUISVILLE, Kentucky

Jennifer Ellen Dobbins

LOUISVILLE, Kentucky

Morton Hart Sachs

LOUISVILLE, Kentucky

05

Office Locations

LOUISVILLE, Kentucky

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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.