|
⚲
|
| Sachem Investment Counsel LLC
✚
| |
|---|---|
| CRD # | 169332 |
| SEC # | 801-79090 |
| CIK # | |
| AUM | $164.7 MM (2024-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 440-725-2807 |
| Address | 8 Rue Grimaldi Way Henderson, NV 89011 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 25.2 |
| (b) Individuals (high net worth individuals) | 0 | 122.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 13.8 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 164.7 |
| By Discretionary | ||
| Discretionary | 16 | 150.9 |
| Non-Discretionary | 2 | 13.8 |
| Total | 18 | 164.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.7 | |
| Total | 18 | 164.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Canty Financial Management Inc
✚
|
NY | 0.2 |
|
UP North Financial LLC
✚
|
MI | 0.2 |
|
Halcyon Global Advisors LLC
✚
|
TX | 0.2 |
|
Frazee Investment Consulting Inc
✚
|
TN | 0.2 |
|
Mutual Trust Advisory Group Inc
✚
|
FL | 0.2 |
|
Sterling Wealth Advisors Inc
✚
|
FL | 0.2 |
|
Kahala Financial Advisors LLC
✚
|
HI | 0.2 |
|
Fell Capital Management
✚
|
CA | 0.2 |
|
Pinnacle Wealth Management Group Inc
✚
|
MI | 0.2 |
|
Prism Planning Partners LLC
✚
|
IL | 0.2 |