SACKETT WEALTH ADVISORS, INC. - Financial Advisor in California, Brea

Tel: (714) 671-9330 915 W. Imperial Highway, Suite 160 Brea, California 92821

About SACKETT WEALTH ADVISORS, INC.

SACKETT WEALTH ADVISORS, INC. is a Brea, California based financial advisory firm with nearly $153,375,087 in assets under management and provides investment advisory services for 417 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

289950

Firm SEC#:

801-111930

Assets Under Management:

$153,375,087

No. of Clients:

417

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FINANCIAL CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in California, Brea

FirmCRD#:110367

SEC#:801-55848

No. of Advisors:7

No. of Clients:454

AUM:$429,837,252

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

LIGHTHOUSE FINANCIAL SERVICES INC

110367

801-55848

454

$429,837,252

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