Savvy Asset Management LLC

Savvy Asset Management LLC (CRD# 321018) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Savvy Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Rui Guo Ma, financial advisor Upper Saddle River NJ
Rui Guo Ma
CRD#: 2550555
Upper Saddle River, NJ

Rui Guo Ma (CRD# 2550555) is an Investment Advisor Representative working at Savvy Asset Management LLC in Upper Saddle River, NJ and has over 29 years of experience in the finance industry.

2
Yao Zhang, financial advisor Upper Saddle River NJ
Yao Zhang
CRD#: 7195132
Upper Saddle River, NJ

Yao Zhang (CRD# 7195132) is an Investment Advisor Representative working at Savvy Asset Management LLC in Upper Saddle River, NJ and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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