Sachem Investment Counsel LLC
Firm details
- Headquarters
- ,
- CRD number
- 169332
- Registered since
- January 24, 2014
- Custodians
- UBS FINANCIAL SERVICES INC., UBS FINANCIAL SERVICES INC., FIDELITY DISTRIBUTORS COMPANY LLC, FMR CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.03%
- Individuals10.65%
- Charitable Organizations7.95%
- Pension & Profit Sharing Plans6.66%
- Corporations / Businesses1.73%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sachem Investment Counsel LLC is an independent, SEC‑registered registered investment adviser formed as an LLC in 2014 and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves a client base composed primarily of individual and family accounts. Its billing mixes percentage‑of‑AUM and fixed fees. Sachem does not characterize itself as an active ESG investor, a multi‑state adviser, a pension consultant, or a capital allocator.
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 Equities89%
- US Government Bonds8%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Byron Anderson
CEO & CCOCRD 844857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Apis & Heritage Capital Partners, LLC
RIAWashington, DC
Tenzing Financial LLC
RIAWilliamsburg, VA
Wharton Midmarket Investment Advisors Inc
RIAWoodbridge, CT
Rosenberg Wealth Advisors
RIABirmingham, MI
ACM
RIAWayzata, MN
Draper Asset Management, LLC
RIASmithtown, NY