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Building 2SAVANT INVESTMENT GROUP, LLC

Map pinEMERYVILLE, CA
Phone415-926-7200
NotebookSEC #801-40063
Total AUM
$674.9M
Employees
8
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6425 CHRISTIE AVENUE
SUITE 290
EMERYVILLE
CA 94608
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
415-926-7200

ReceiptFinancials

Total AUM
$674.9M
Accounts
651
Discretionary
$674.9M
Accounts
651
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$46.6M
HNW Individual Clients
104
AUM
$402.3M
Pension/Profit Sharing Plan Clients
12
AUM
$169.8M
Charitable Organization Clients
14
AUM
$54.1M
Corporation or Business Clients
5
AUM
$2.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVORTX

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

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