Savant Investment Group, LLC
Savant Investment Group, LLC (CRD# 108810) is a financial advisory firm headquartered in Emeryville, CA. They manage $674,913,667 in 651 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Savant Investment Group, LLC
By the Numbers
-
Total Assets Under Management675MILLION
-
Total Number of Accounts651ACCOUNTS
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Average Account Value$1,036,734
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV, OR, TX
Financial Advisors at Savant Investment Group, LLC
No Advisor Found.
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