Sachs Investment Group, LLC is an adviser based in Louisville. It manages $65.43 million of regulatory assets for 211 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Kentucky, and Texas.
Sachs Investment Group provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sachs Investment Group, LLC is $65.43 million. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sachs Investment Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sachs Investment Group, LLC is owned by Morton Hart Sachs. Ronald Edward Mcgrath joined the executive team most recently as the Chief Financial Officer.
The principal office where Sachs Investment Group, LLC performs its advisory services is located at 1346 S. Third Street, Louisville, KY 40208, 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 502-637-1949 or by fax 502-634-6025. The normal business hours are 9:00 a.m. - 4:00 p.m. on Monday - Friday.