Sacajawea & Company, LLC
Firm details
- Headquarters
- ,
- CRD number
- 109604
- Registered since
- January 9, 1998
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI41.64%
- Pooled Investment Vehicles39.08%
- Charitable Organizations12.9%
- Individuals6.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sacajawea & Company, LLC is an SEC-registered advisory firm formed as an LLC in 1998 that manages discretionary portfolios for individuals, families and some institutional clients. The firm charges fees based on a percentage of assets under management and provides portfolio management both for individual/small-business accounts and for pooled investment vehicles. It does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting. Ownership is individual rather than institutional.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Cash & Cash Equivalents33%
- Public Funds/Mutual Funds6%
Contacts
1 of 1
William Wrean
Managing PartnerCRD 4376595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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