190 Buckley Drive
Rockford, Illinois 61107
Tel: 815-227-0300
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107271 |
SEC# | 801-43144 |
Assets Managed by Firm | $29,064,581,877 |
No. of Clients | 15586 |
No. of Advisors | 543 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 15586 | $29,064,581,877 |
Individuals (other than high net worth individuals) | 11681 | $8,988,236,011 |
High net worth individuals | 3400 | $16,144,193,709 |
Pension and profit sharing plans | 330 | $1,346,991,212 |
Charitable organizations | 64 | $290,249,818 |
Other investment advisers | 33 | $2,176,085,400 |
Corporations or other businesses | 77 | $116,368,099 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
Explore More Retirement Advisors in Rockford, Illinois