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).
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Total Assets Under Management24,398MILLION
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Total Number of Accounts16,294ACCOUNTS
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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
Richard O'donnell (CRD# 6186369) is an Investment Advisor Representative working at Savant Wealth Management in Atlanta, GA and has 1 year of experience in the finance industry.
James Ostrander (CRD# 4378651) is an Investment Advisor Representative working at Savant Wealth Management in Satellite Beach, FL and has over 21 years of experience in the finance industry.
Dominick Parillo (CRD# 6384139) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Jennifer Parrish (CRD# 6892735) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 6 years of experience in the finance industry.
John Peay (CRD# 4893314) is an Investment Advisor Representative working at Savant Wealth Management in Clinton, SC and has over 24 years of experience in the finance industry.
Martin Perdoux (CRD# 6193838) is an Investment Advisor Representative working at Savant Wealth Management in Wilmette, IL and has over 10 years of experience in the finance industry.
Kelli Peterson (CRD# 6902094) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Judith Pflaumer (CRD# 4883683) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 17 years of experience in the finance industry.
Kevin Phillips (CRD# 4947183) is an Investment Advisor Representative working at Savant Wealth Management in Naperville, IL and has over 12 years of experience in the finance industry.
Christopher Plagge (CRD# 2567886) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 6 years of experience in the finance industry.