# Sacajawea & Company

Sacajawea & Company is a Bank / Wealth / Trust based in Weston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Weston, United States
- **Region:** North America
- **Address:** Weston, MA, United States
- **Founded:** 1972
- **Assets under management:** Undisclosed
- **Website:** sacajaweaco.com

## Regulatory record

- **CRD number:** 109604
- **SEC file number:** 801-55107
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109604

## About

Founded in 1972 and based in Weston, Massachusetts, Sacajawea & Company operates as a registered investment advisor serving a concentrated clientele of high-net-worth individuals, trusts, foundations, and retirement accounts. Over five decades, the firm has maintained a deliberately low profile while advising on portfolio construction, budgeting, and estate planning for families whose wealth often spans multiple generations. The firm's advisory mandate centers on portfolio management across traditional asset classes, with an emphasis on preservation and intergenerational transfer rather than aggressive deployment. Client relationships typically span equities, fixed income, and mutual fund allocations, though no specific portfolio companies or direct investments are publicly attributed. The geographic focus remains anchored in New England, reflecting the regional concentration of its family and institutional client base. Sacajawea & Company operates without visible satellite offices, adjacent investment vehicles, or philanthropic foundations under its direct banner. Its team size and total assets under advisement are not publicly disclosed, consistent with a private advisory practice that does not actively market to institutional allocators or pursue external capital. Structurally, the firm embodies the classic New England fiduciary model — a small, privately held RIA built on long-duration client relationships rather than product manufacturing or proprietary funds.

## Related profiles

- [Klein Pavlis & Peasley Financial](https://altss.com/profile/klein-pavlis-and-peasley-financial)
- [J. Mark Nickell & Co.](https://altss.com/profile/j-mark-nickell-and-co)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/sacajawea-and-company

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology