Savevest, LLC

Savevest, LLC (CRD# 175365) is a financial advisory firm headquartered in , . They manage $6,835,751 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $235,716
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Savevest, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anil K. Potharaju
CRD#: 6461336
Tucson, AZ

Anil Potharaju (CRD# 6461336) is an Investment Advisor Representative working at Savevest, LLC in Tucson, AZ and has over 9 years of experience in the finance industry.

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