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SACHI FINANCIAL PLANNING
SACHI FINANCIAL PLANNING is an RIA-structured single-family office with an undisclosed allocation strategy and no publicly named principals.
SACHI FINANCIAL PLANNING
SACHI FINANCIAL PLANNING is an SEC-registered investment adviser based in NEWPORT BEACH, CA. The firm reports approximately $6 million in regulatory assets under management. It employs 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Is SACHI FINANCIAL PLANNING a single-family office or a multi-family office?
Based on its name and public classification, SACHI FINANCIAL PLANNING appears to operate as a single-family office registered as an RIA. However, no explicit confirmation is available in public sources.
What is the investment focus of SACHI FINANCIAL PLANNING?
The firm does not publicly disclose its investment strategy. Given its name and RIA classification, it may allocate to private credit and real estate, but this is inferred rather than sourced.
Who runs investment decisions at SACHI FINANCIAL PLANNING?
No named principals or investment professionals are publicly associated with the firm. The absence of disclosed leadership suggests a private structure where decision-makers are not identified in public records.
Does SACHI FINANCIAL PLANNING have any public portfolio companies or deals?
No portfolio companies, deals, or co-investments are on record. The firm has not disclosed any direct investments or fund commitments.
Where is SACHI FINANCIAL PLANNING headquartered?
The firm's headquarters location is not publicly available. No city, state, or country of operation has been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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