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Building 2SACHEM INVESTMENT COUNSEL LLC

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Phone(440) 725-2807
NotebookSEC #801-79090
Total AUM
$231.1M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
0700-1700
Monday - Friday
Phone
(440) 725-2807

ReceiptFinancials

Total AUM
$231.1M
Accounts
21
Discretionary
$215.7M
Accounts
19
Non-Discretionary
$15.4M
Accounts
2

ContactClients

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Individual Clients
11
AUM
$24.6M
HNW Individual Clients
1
AUM
$168.7M
Pension/Profit Sharing Plan Clients
1
AUM
$15.4M
Charitable Organization Clients
1
AUM
$18.4M
Corporation or Business Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NVOH

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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