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SAVANT WEALTH MANAGEMENT
ROCKFORD, IL
815-227-0300
SEC #801-43144Total AUM
$49.6B
Employees
659Clients
23,395Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
190 BUCKLEY DRIVE
ROCKFORD
IL 61107
United States
ROCKFORD
IL 61107
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
815-227-0300
Other Offices
65
Financials
Total AUM
$49.6B
Accounts
88,536Discretionary
$49.1B
Accounts
88,376Non-Discretionary
$428.1M
Accounts
160
Clients
Individual Clients
16,128AUM
$13.8B
HNW Individual Clients
6,555AUM
$29.8B
Pension/Profit Sharing Plan Clients
432AUM
$1.9B
Charitable Organization Clients
111AUM
$435.2M
Government Entity Clients
2AUM
$60.4M
Investment Advisor Clients
34AUM
$2.9B
Corporation or Business Clients
133AUM
$602.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.