SACHETTA, LLC

600 Market Street
Suite 684
Lynnfield, Massachusetts 1940
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 3 offices throughout the country.

SACHETTA, LLC is a Lynnfield, Massachusetts based Financial Planning firm with nearly $649,921,405 assets under management, offering retirement planning & investment advisory services to 1949 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145713
SEC#	801-100474
Assets Managed by Firm	$649,921,405
No. of Clients	1949
No. of Advisors	24

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	1949	$649,921,405
Individuals (other than high net worth individuals)	419	$99,985,681
High net worth individuals	201	$548,449,944
Pension and profit sharing plans		$1,485,780

Inquire with SACHETTA, LLC

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