Sachetta, LLC
Firm details
- Headquarters
- Lynnfield, Massachusetts
- CRD number
- 145713
- Registered since
- July 8, 2015
- Website
- sachetta.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.33%
- Individuals13.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sachetta, LLC is an independent registered investment adviser organized as an LLC and active since 2015. The firm serves individual and family clients and offers financial planning and discretionary portfolio management for individuals and small businesses. Its client engagements are billed via a mix of percentage-of-AUM fees, hourly charges, and flat fees, and the company also maintains accounting-related business activities. Sachetta does not operate as a capital allocator or multi-state adviser and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities18%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Matthew Stead
Chief Operating OfficerCRD 7175638
Contacts
3 of 11
Eric Sachetta
Advisor AssistantCRD 6650376
Joseph Sachetta
DirectorCRD 4866579
Michael Callahan
Partner AdvisorCRD 4649835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 278Active vs passive
$358M in ETFs
84%
$302M
15%
$56.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $33.6M | 45,601 | 9.37% |
Location
Lynnfield, MA
Essex
Location
Lynnfield, MA
Headquartered in Lynnfield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 600 Market St
- Time zone
- ET (UTC-5)
- Office locations
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