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SAVIOR WEALTH
40 Washington Street
Suite 210
Wellesley, Massachusetts 02481
Tel: 617-699-8877
About SAVIOR WEALTH
SAVIOR WEALTH, formally registered with the SEC as SAVIOR WEALTH. The firm was established in 01/28/2019. They have over 2 offices throughout the country.
SAVIOR WEALTH is a Wellesley, Massachusetts based Financial Planning firm with nearly $101,515,957 assets under management, offering retirement planning & investment advisory services to 307 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299178 |
| SEC# | 801-114564 |
| Assets Managed by Firm | $101,515,957 |
| No. of Clients | 307 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 307 | $101,515,957 |
| Individuals (other than high net worth individuals) | 299 | $25,554,048 |
| High net worth individuals | 8 | $12,855,909 |
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|---|---|---|---|
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