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SAVVY
NEW YORK, NY
833-745-6789
SEC #801-123656Total AUM
$5B
Employees
170Clients
4,613Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 WEST 33RD STREET
UNIT 1410
NEW YORK
NY 10001
United States
UNIT 1410
NEW YORK
NY 10001
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
833-745-6789
Other Offices
126
Financials
Total AUM
$5B
Accounts
14,645Discretionary
$5B
Accounts
14,488Non-Discretionary
$32.5M
Accounts
157
Clients
Individual Clients
3,413AUM
$3.5B
HNW Individual Clients
1,139AUM
$1.4B
Pension/Profit Sharing Plan Clients
24AUM
$60M
Charitable Organization Clients
11AUM
$43.5M
Corporation or Business Clients
26AUM
$62.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.