Sachem Investment Counsel LLC is a mid-sized advisory firm based in Henderson. It manages $87.93 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Nevada and Ohio.
Sachem Investment Counsel provides portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sachem Investment Counsel LLC is $87.93 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sachem Investment Counsel LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Sachem Investment Counsel is individuals with 8 clients and $9.39 million of assets under management. Among the 2 most similar advisory firms, Sachem Investment Counsel has the lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $9.39 million for 8 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sachem Investment Counsel doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sachem Investment Counsel LLC performs its advisory services is located at 8 Rue Grimaldi Way, Henderson, NV 89011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (440) 725-2807. The normal business hours are 0700-1700 on Monday - Friday.