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SAVANT WEALTH MANAGEMENT

190 Buckley Drive
Rockford, Illinois 61107
Tel: 815-227-0300

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About SAVANT WEALTH MANAGEMENT

SAVANT WEALTH MANAGEMENT, formally registered with the SEC as SAVANT WEALTH MANAGEMENT. The firm was established in 01/22/1993. They have over 41 offices throughout the country.

SAVANT WEALTH MANAGEMENT is a Rockford, Illinois based Financial Planning firm with nearly $29,064,581,877 assets under management, offering retirement planning & investment advisory services to 15586 clients. The firm is staffed with 543 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107271
SEC#801-43144
Assets Managed by Firm$29,064,581,877
No. of Clients15586
No. of Advisors543

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total15586$29,064,581,877
Individuals (other than high net worth individuals)11681$8,988,236,011
High net worth individuals3400$16,144,193,709
Pension and profit sharing plans330$1,346,991,212
Charitable organizations64$290,249,818
Other investment advisers33$2,176,085,400
Corporations or other businesses77$116,368,099

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