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Home > Retirement Planners > california > san mateo > SAVANT PARTNERS, LLC
SAVANT PARTNERS, LLC
400 Concar Drive
San Mateo, California 94402
Tel: 347-266-2976
About SAVANT PARTNERS, LLC
SAVANT PARTNERS, LLC, formally registered with the SEC as SAVANT PARTNERS, LLC. The firm was established in 01/11/2021. They have over 1 offices throughout the country.
SAVANT PARTNERS, LLC is a San Mateo, California based Financial Planning firm with nearly $348,937,473 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312567 |
| SEC# | 801-120652 |
| Assets Managed by Firm | $348,937,473 |
| No. of Clients | 12 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $348,937,473 |
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