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Building 2SAVANT PARTNERS, LLC

Map pinSAN MATEO, CA
Phone347-266-2976
NotebookSEC #801-120652
Total AUM
$309.5M
Employees
4
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 CONCAR DRIVE
SAN MATEO
CA 94402
United States
Operating Hours
9:00 A.M. - 5:30 P.M.
Monday - Friday
Phone
347-266-2976

ReceiptFinancials

Total AUM
$309.5M
Accounts
11
Discretionary
$309.5M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
11
AUM
$309.5M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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