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
49 Bay State Road, Weston, MA 02493
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Sacajawea & Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Wrean, financial advisor Wellesley MA
William H. Wrean
CRD#: 4376595
148 Linden Street, Suite 204, Wellesley, MA 02482

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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