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
Angela Berkosky (CRD# 5908250) is an Investment Advisor Representative working at Savant Wealth Management in Lancaster, PA and has over 12 years of experience in the finance industry.
Patti Black (CRD# 2814232) is an Investment Advisor Representative working at Savant Wealth Management in Birmingham, AL and has over 27 years of experience in the finance industry.
Wendy Blair (CRD# 5311585) is an Investment Advisor Representative working at Savant Wealth Management in Freeport, IL and has over 16 years of experience in the finance industry.
Raymond Book (CRD# 4399512) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 24 years of experience in the finance industry.
Michael Bork (CRD# 6610234) is an Investment Advisor Representative working at Savant Wealth Management in Atlanta, GA and has over 8 years of experience in the finance industry.
Brent Brodeski (CRD# 2114022) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 33 years of experience in the finance industry.
Richard Brown (CRD# 5498758) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 15 years of experience in the finance industry.
Scott Brown (CRD# 4400748) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 24 years of experience in the finance industry.
Taylor Brown (CRD# 6337643) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry.
Hannah Bryant (CRD# 6858369) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.