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SAVOIE CAPITAL LLC

2500 W. Bradley Place
Chicago, Illinois 60618
Tel: 773-573-9043

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About SAVOIE CAPITAL LLC

SAVOIE CAPITAL LLC, formally registered with the SEC as SAVOIE CAPITAL LLC. The firm was established in 05/01/2013. They have over 1 offices throughout the country.

SAVOIE CAPITAL LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,108,444,487 assets under management, offering retirement planning & investment advisory services to 66 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#167497
SEC#801-78009
Assets Managed by Firm$1,108,444,487
No. of Clients66
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total66$1,108,444,487
High net worth individuals18$1,108,444,487

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