S
$231.1M Total AUM
$215.7M Disc. AUM
21.0% 3Y CAGR
1 Employees
11 ADV. Clients
12 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2013
- Office Locations
- 1
Office Locations
-- Henderson NV
About Sachem Investment Counsel LLC
Sachem Investment Counsel LLC is a Henderson-based RIA. The firm has been operating for 12 years. Managing $231.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and UBS.
Team overview
-- AVG AGE
$231.1M AVG AUM / ADVISOR
$21.0M AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
B
BYRON WILLIAM ANDERSON
Chief Compliance Officer, Chief Executive Officer, partner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,691,798 | $11,352,200 |
| Non-Discretionary | $15,380,950 | $7,690,475 |
| Total | $231,072,748 | $11,003,464 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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