Savant Investment Group, LLC

Savant Investment Group, LLC (CRD# 108810) is a financial advisory firm headquartered in Oakland, CA. They manage $731,096,263 in 823 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    731
    MILLION
  • Total Number of Accounts
    823
    ACCOUNTS
  • Average Account Value
    $888,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NV, OR, TX, WA

Financial Advisors at Savant Investment Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Knud B. Gotterup
CRD#: 2384573
461 Second Street, Suite 151, San Francisco, CA 94107
100
Wealthminder
score

Knud Gotterup (CRD# 2384573) is an Investment Advisor Representative working at Savant Investment Group, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

2
Thomas H. Burkhart
CRD#: 35957
555 12th Street, Suite 925, Oakland, CA 94607
96
Wealthminder
score

Thomas Burkhart (CRD# 35957) is an Investment Advisor Representative working at Savant Investment Group, LLC in Oakland, CA and has over 25 years of experience in the finance industry.

3
Joseph J. Sims
CRD#: 2810871
461 Second Street, Suite 151, San Francisco, CA 94107
96
Wealthminder
score

Joseph Sims (CRD# 2810871) is an Investment Advisor Representative working at Savant Investment Group, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

4
Carl D. Arnold
CRD#: 5526539
555 12th Street, Suite 925, Oakland, CA 94607
93
Wealthminder
score

Carl Arnold (CRD# 5526539) is an Investment Advisor Representative working at Savant Investment Group, LLC in Oakland, CA and has over 8 years of experience in the finance industry.

5
David S. Johnston
CRD#: 2626787
461 Second Street, Suite 151, San Francisco, CA 94107
93
Wealthminder
score

David Johnston (CRD# 2626787) is an Investment Advisor Representative working at Savant Investment Group, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

6
Pamela L. Schubert
CRD#: 5333677
461 Second Street, #151, San Francisco, CA 94107
93
Wealthminder
score

Pamela Schubert (CRD# 5333677) is an Investment Advisor Representative working at Savant Investment Group, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

7
Scott L. Lummer
CRD#: 4307044
555 12th Street, Suite 925, Oakland, CA 94607
90
Wealthminder
score

Scott Lummer (CRD# 4307044) is an Investment Advisor Representative working at Savant Investment Group, LLC in Oakland, CA and has 1 year of experience in the finance industry.

8
David Rimer
CRD#: 5691788
555 12th Street, Suite 925, Oakland, CA 94607
87
Wealthminder
score

David Rimer (CRD# 5691788) is an Investment Advisor Representative working at Savant Investment Group, LLC in Oakland, CA and has 1 year of experience in the finance industry.

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