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Building 2SAVANT INVESTMENT ADVISERS, INC.

Map pinHOMEWOOD, IL
Phone708-799-7477
NotebookSEC #801-123400
Total AUM
$162.5M
Employees
3
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18257 MARTIN AVENUE
HOMEWOOD
IL 60430
United States
Operating Hours
8:00AM-4:00PM
Monday - Friday
Phone
708-799-7477
Other Offices
1

ReceiptFinancials

Total AUM
$162.5M
Accounts
439
Discretionary
$152M
Accounts
424
Non-Discretionary
$10.5M
Accounts
15

ContactClients

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Individual Clients
210
AUM
$59.2M
HNW Individual Clients
67
AUM
$92M
Pension/Profit Sharing Plan Clients
10
AUM
$2.6M
Charitable Organization Clients
1
AUM
$87.1K
Corporation or Business Clients
1
AUM
$260.5K
Other Clients
8
AUM
$8.3M
Description of Other Clients
TRUST AS ENTITY

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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