# SACHI FINANCIAL PLANNING

SACHI FINANCIAL PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 324752
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324752

## About

SACHI FINANCIAL PLANNING is a state-registered investment adviser in Newport Beach, CA. The firm manages approximately $6 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Private Credit
- Real Estate

## Questions

### 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.

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Last updated: 2026-07-06T01:24:24.904Z

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