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Home > Retirement Planners > massachusetts > waltham > SAVVI FINANCIAL LLC
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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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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