RIA Intelligence

SACKETT PAUL EDMUNDS JR

Legal name: SACKETT & COMPANY

CRD #106761 SEC #801-40665 LARKSPUR, CA 415-461-4277
SEC Registered
Total AUM
$83.2M
Discretionary
$83.2M
Employees
5
Clients
25
Accounts
33

Firm Details

Organization Type
Sole Proprietorship
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2004
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SACKETT, PAUL, EDMUNDSISOLE PROPRIETOR/CHIEF COMPLIANCE OFFICERE Control
SACKETT, PAUL, EDMUNDSISOLE PROPRIETORE Control

Registrations

Federal

IA
Mar 30, 2004 REGISTERED

Notice Filings (1)

CA

Address

60 E SIR FRANCIS DRAKE BLVD
STE 306
LARKSPUR, CA 94939
USA
Phone: 415-461-4277