SACHETTA, LLC
Firm details
- Headquarters
- LYNNFIELD, Massachusetts
- CRD number
- 145713
- Registered since
- July 8, 2015
- Website
- sachetta.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.33%
- Individuals13.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sachetta, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2015. The firm targets individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Compensation mixes percentage-of-AUM billing with hourly and fixed fees. Sachetta also lists accounting among its business activities. It does not identify itself as a capital allocator, is not an active ESG investor, and is not presented as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities18%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2MATTHEW STEAD
Chief Operating OfficerCRD 7175638
MICHAEL CALLAHAN
CEOCRD 4649835
Contacts
3 of 10Domenica Lurvey
Financial AdvisorCRD 6392355
Eric Sachetta
Advisor AssistantCRD 6650376
Georgios Liakakis
Associate PartnerCRD 7222288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$170M in ETFs
86%
$145M
14%
$24.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $26.3M | 45,587 | 15.46% |
Location
LYNNFIELD, MA
ESSEX
Location
LYNNFIELD, MA
Headquartered in LYNNFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 600 Market St
- Time zone
- ET (UTC-5)
- Office locations
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