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Home > Retirement Planners > massachusetts > lynnfield > SACHETTA, LLC
SACHETTA, LLC
600 Market Street
Suite 684
Lynnfield, Massachusetts 01940
Tel: 781-233-4138
About SACHETTA, LLC
SACHETTA, LLC, formally registered with the SEC as SACHETTA, LLC. The firm was established in 07/08/2015. They have over 2 offices throughout the country.
SACHETTA, LLC is a Lynnfield, Massachusetts based Financial Planning firm with nearly $884,096,209 assets under management, offering retirement planning & investment advisory services to 2031 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145713 |
| SEC# | 801-100474 |
| Assets Managed by Firm | $884,096,209 |
| No. of Clients | 2031 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2031 | $884,096,209 |
| Individuals (other than high net worth individuals) | 377 | $148,801,304 |
| High net worth individuals | 231 | $735,294,905 |
More Retirement Planning firms in Lynnfield, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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