Savevest, LLC
Savevest, LLC (CRD# 175365) is a financial advisory firm headquartered in , . They manage $9,174,886 in 31 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Savevest, LLC
By the Numbers
-
Total Assets Under Management9MILLION
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Total Number of Accounts31ACCOUNTS
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Average Account Value$295,964
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Savevest, LLC
1
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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