Sachs Investment Group
Sachs Investment Group (CRD# 150377) is a financial advisory firm headquartered in Louisville, KY. They manage $84,862,018 in 228 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management85MILLION
Total Number of Accounts228ACCOUNTS
Average Account Value$372,202
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, KY, TX
James Buchheit (CRD# 4724168) is an Investment Advisor Representative working at Sachs Investment Group in Louisville, KY and has over 14 years of experience in the finance industry.
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.