SACAJAWEA & COMPANY, LLC

49 Bay State Road
Weston, Massachusetts 02493
Tel: 781-703-5641

About SACAJAWEA & COMPANY, LLC

SACAJAWEA & COMPANY, LLC, formally registered with the SEC as SACAJAWEA & COMPANY, LLC. The firm was established in 01/09/1998. They have over 1 offices throughout the country.

SACAJAWEA & COMPANY, LLC is a Weston, Massachusetts based Financial Planning firm with nearly $119,456,217 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109604
SEC#	801-55107
Assets Managed by Firm	$119,456,217
No. of Clients	22
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	22	$119,456,217
Individuals (other than high net worth individuals)	5	$6,017,080
High net worth individuals	15	$52,578,074
Charitable organizations	1	$14,132,419

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