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SVVY
4417 N 40th Street, Suite 300c
Phoenix, Arizona 85018
Tel: 6024466394
About SVVY
SVVY, formally registered with the SEC as SVVY. The firm was established in 05/05/2023. They have over 1 offices throughout the country.
SVVY is a Phoenix, Arizona based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325358 |
| SEC# | 801-127946 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 2 |
Fee Structure
- Other (SUBSCRIPTION REFERRAL FEES)
Advisory Services Provided
- Other (SVVY REFERS USERS TO FINANCIAL ADVISERS, FINANCIAL SERVICES FIRMS, AND OTHER PROFESSIONALS EXPERTS)
Firm Client Information
| No. of Clients | AUM |
|---|
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