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SAVVYFI
231 Public Square
Suite 300, Pmb 6
Franklin, Tennessee 37064
Tel: 615-241-0144
About SAVVYFI
SAVVYFI, formally registered with the SEC as SAVVYFI. The firm was established in 06/21/2019. They have over 1 offices throughout the country.
SAVVYFI is a Franklin, Tennessee based Financial Planning firm with nearly $624,849 assets under management, offering retirement planning & investment advisory services to 276 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304337 |
| SEC# | 801-116822 |
| Assets Managed by Firm | $624,849 |
| No. of Clients | 276 |
| No. of Advisors | 4 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 276 | $624,849 |
| Individuals (other than high net worth individuals) | 204 | $624,849 |
More Retirement Planning firms in Franklin, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
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