Savant Wealth Management
Savant Wealth Management (CRD# 107271) is a financial advisory firm headquartered in Rockford, IL. They manage $24,397,506,416 in 16,294 accounts and serve the financial needs of clients across 51 states (or territories).
-
Total Assets Under Management24,398MILLION
-
Total Number of Accounts16,294ACCOUNTS
-
Average Account Value$1,497,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Edward Cruickshank (CRD# 4859070) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 19 years of experience in the finance industry.
Stephen Cummings (CRD# 5305204) is an Investment Advisor Representative working at Savant Wealth Management in Wilmette, IL and has over 17 years of experience in the finance industry.
Joel Cundick (CRD# 5451575) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
David Curles (CRD# 5284702) is an Investment Advisor Representative working at Savant Wealth Management in Birmingham, AL and has over 17 years of experience in the finance industry.
Michael Cyrs (CRD# 6407276) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Daryl Dagit (CRD# 1532987) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 37 years of experience in the finance industry.
Danielle Dahn (CRD# 5658854) is an Investment Advisor Representative working at Savant Wealth Management in Naperville, IL and has over 14 years of experience in the finance industry.
Jacob Davenport (CRD# 6900265) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Nicholas De Jong (CRD# 6389601) is an Investment Advisor Representative working at Savant Wealth Management in Naperville, IL and has over 9 years of experience in the finance industry.
Scott Demler (CRD# 5391018) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 16 years of experience in the finance industry.