Sachs Investment Group

Sachs Investment Group (CRD# 150377) is a financial advisory firm headquartered in Louisville, KY. They manage $102,596,486 in 251 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $408,751
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KY, TX

Financial Advisors at Sachs Investment Group
Showing 1 - 2 of 2 top financial advisors.
1
James E. Buchheit
CRD#: 4724168
1346 S. Third Street, Louisville, KY 40208
93
Wealthminder
score

James Buchheit (CRD# 4724168) is an Investment Advisor Representative working at Sachs Investment Group in Louisville, KY and has over 13 years of experience in the finance industry.

2
Morton H. Sachs
CRD#: 1113609
Longboat Key, FL
67
Wealthminder
score

Morton Sachs (CRD# 1113609) is an Investment Advisor Representative working at Sachs Investment Group in Longboat Key, FL and has 1 year of experience in the finance industry.

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