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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2022
- Office Locations
- 1
Office Locations
About SAC Investment Management LLC
SAC Investment Management LLC is a Fort Lauderdale, FL RIA overseeing the financial affairs of a select group of families. The firm provides investment management and financial planning, including retirement planning and portfolio construction, with support for insurance and charitable giving. Portfolios are built primarily with ETFs and complemented by investment-grade corporate bonds and cash; custody includes Charles Schwab.
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Owner & Executives
SAM ANGELO CURMACI
Chief Compliance Officer, President
- CRD
- #2725213
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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