Sacajawea & Company, LLC
Sacajawea & Company, LLC (CRD# 109604) is a financial advisory firm headquartered in Weston, MA. They manage $119,456,217 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sacajawea & Company, LLC
By the Numbers
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Total Assets Under Management119MILLION
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Total Number of Accounts22ACCOUNTS
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Average Account Value$5,429,828
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Sacajawea & Company, LLC
1
William Wrean (CRD# 4376595) is an Investment Advisor Representative working at Sacajawea & Company, LLC in Wellesley, MA and has 1 year of experience in the finance industry.
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