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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