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Building 2SACHETTA, LLC

Map pinLYNNFIELD, MA
Phone781-233-4138
NotebookSEC #801-100474
Total AUM
$1B
Employees
25
Clients
595

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 MARKET STREET
SUITE 684
LYNNFIELD
MA 01940
United States
Operating Hours
9:30AM-4:00PM
Monday - Friday
Phone
781-233-4138
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
2,034
Discretionary
$989.3M
Accounts
2,022
Non-Discretionary
$11M
Accounts
12

ContactClients

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Individual Clients
336
AUM
$136.8M
HNW Individual Clients
259
AUM
$863.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMDNHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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