Investment adviser · CRD 150377
SACHS INVESTMENT GROUP
Investment adviser filing (IA)
SACHS INVESTMENT GROUP, LLC
LOUISVILLE, KY, United States · Form ADV filed Jun 19, 2012
- Regulatory AUM
- $65.4M Form ADV · Item 5.F
- Client accounts
- 211 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 19, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1346 S. THIRD STREETLOUISVILLE, KY, 40208, United States
CRD 150377
Filing source
Form ADV 653331 · Jun 19, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.