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Building 2SACAJAWEA & COMPANY, LLC

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Phone781-703-5641
NotebookSEC #801-55107
Total AUM
$116.1M
Employees
1
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
781-703-5641

ReceiptFinancials

Total AUM
$116.1M
Accounts
20
Discretionary
$116.1M
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$7.4M
HNW Individual Clients
13
AUM
$48.3M
Pooled Vehicle Clients
1
AUM
$45.4M
Charitable Organization Clients
1
AUM
$15M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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