SAVVI FINANCIAL LLC

465 Waverley Oaks Rd
Ste 315
Waltham, Massachusetts 02452-8422
Tel: 781-583-7011

About SAVVI FINANCIAL LLC

SAVVI FINANCIAL LLC, formally registered with the SEC as SAVVI FINANCIAL LLC. The firm was established in 11/04/2013. They have over 1 offices throughout the country.

SAVVI FINANCIAL LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $35,947,000 assets under management, offering retirement planning & investment advisory services to 207 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169196
SEC#	801-78753
Assets Managed by Firm	$35,947,000
No. of Clients	207
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	207	$35,947,000
Individuals (other than high net worth individuals)	124	$20,850,000
High net worth individuals	6	$15,074,000
Charitable organizations	1	$23,000

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