Overview
Assets Under Management: $597 million
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 97
Average Client Assets: $3.4 million
Frequently Asked Questions
SAVANT INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108810), SAVANT INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
SAVANT INVESTMENT GROUP, LLC is headquartered in OAKLAND, CA.
SAVANT INVESTMENT GROUP, LLC serves 97 high-net-worth clients according to their SEC filing dated February 15, 2018. View client details ↓
According to their SEC Form ADV, SAVANT INVESTMENT GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
SAVANT INVESTMENT GROUP, LLC manages $597 million in client assets according to their SEC filing dated February 15, 2018.
According to their SEC Form ADV, SAVANT INVESTMENT GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.07%
Average Client Assets: $3.4 million
Total Client Accounts: 665
Discretionary Accounts: 665
Regulatory Filings
CRD Number: 108810
Filing ID: 1172937
Last Filing Date: 2018-02-15 17:13:00