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
William Hocutt (CRD# 4661987) is an Investment Advisor Representative working at Savant Wealth Management in Birmingham, AL and has over 20 years of experience in the finance industry.
Daniel Holdridge (CRD# 6707138) is an Investment Advisor Representative working at Savant Wealth Management in Madison, WI and has over 7 years of experience in the finance industry.
Kevin Hrdlicka (CRD# 6032139) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
David Huber (CRD# 1051523) is an Investment Advisor Representative working at Savant Wealth Management in Lincolnshire, IL and has over 32 years of experience in the finance industry.
Charles Ivey (CRD# 4402334) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 22 years of experience in the finance industry.
Tawn Jacobs (CRD# 4251693) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Jeremy Joseph (CRD# 5142468) is an Investment Advisor Representative working at Savant Wealth Management in Lincolnshire, IL and has over 17 years of experience in the finance industry.
Jacqueline Keener (CRD# 6627175) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Kevin Kingston (CRD# 829132) is an Investment Advisor Representative working at Savant Wealth Management in Bloomington, IL and has over 32 years of experience in the finance industry.
Thomas Kirk (CRD# 1881285) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.