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SACAJAWEA & COMPANY, LLC
CRD 109604 · SEC 801-55107
MA, United States
Phone
781-703-5641
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.1M
Discretionary AUM
$116.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $7.4M |
| High net worth individuals | 13 | $48.3M |
| Pooled investment vehicles | 1 | $45.4M |
| Charitable organizations | 1 | $15.0M |
States served
MA
Official SEC filing: View on IAPD