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Building 2SACKETT WEALTH ADVISORS, INC.

Map pinBREA, CA
Phone(714) 671-9330
NotebookSEC #801-111930
Total AUM
$212.3M
Employees
5
Clients
452

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
915 W. IMPERIAL HIGHWAY, SUITE 160
BREA
CA 92821
United States
Operating Hours
8:30A - 5:30P
Monday - Friday
Phone
(714) 671-9330

ReceiptFinancials

Total AUM
$212.3M
Accounts
959
Discretionary
$212.3M
Accounts
959
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
381
AUM
$78.5M
HNW Individual Clients
59
AUM
$119M
Pension/Profit Sharing Plan Clients
2
AUM
$6.3M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
9
AUM
$7.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALANVTNTX

HandshakeAffiliates

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

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