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Building 2SAVICKI CAPITAL, LLC

Map pinNEW HARTFORD, NY
Phone315-624-9013
NotebookSEC #801-120948
Total AUM
$51M
Employees
2
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 FRENCH ROAD
SUITE 102
NEW HARTFORD
NY 13413
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
315-624-9013

ReceiptFinancials

Total AUM
$51M
Accounts
293
Discretionary
$51M
Accounts
293
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
165
AUM
$33.3M
HNW Individual Clients
22
AUM
$16.7M
Charitable Organization Clients
2
AUM
$952.7K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYSC

HandshakeAffiliates

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

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