|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Savant Investment Advisers Inc
✚
|
|
|---|---|
| CRD # | 121794 |
| SEC # | 801-123400 |
| CIK # | |
| AUM | $144.0 M (2025-01-25) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 708-799-7477 |
| Address | 18257 Martin Avenue Homewood, IL 60430 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 58.4 |
| (b) Individuals (high net worth individuals) | 62 | 83.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 1.8 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 442 | 144.0 |
| By Discretionary | ||
| Discretionary | 428 | 134.4 |
| Non-Discretionary | 14 | 9.6 |
| Total | 442 | 144.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 143.9 | |
| Total | 442 | 144.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lexington Avenue Capital Management LLC
✚
|
0.1 | |
|
Armory Capital Management LLC
✚
|
NY | 0.1 |
|
Sage Investment Counsel LLC
✚
|
TN | 0.1 |
|
Dartmouth Capital Advisors Inc
✚
|
0.1 | |
|
Team Hays Inc
✚
|
TX | 0.1 |
|
Nobscot Investment Management LLC
✚
|
MA | 0.1 |
|
Silicon Beach Wealth LLC
✚
|
CA | 0.1 |
|
Wilian Securities LLC
✚
|
MN | 0.1 |
|
BLOM & Howell Financial Planning Inc
✚
|
CA | 0.1 |
|
Cornermen Financial LLC
✚
|
TX | 0.1 |