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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Savvi Financial LLC
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|---|---|
| CRD # | 169196 |
| SEC # | 801-78753 |
| CIK # | |
| AUM | $35.9 M (2025-01-16) |
| Employees | 18 (33% Investors, 6% Brokers) |
| Phone | 781-583-7011 |
| Address | 465 Waverley Oaks Rd Waltham, MA 02452-8422 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 20.9 |
| (b) Individuals (high net worth individuals) | 6 | 15.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 207 | 35.9 |
| By Discretionary | ||
| Discretionary | 207 | 35.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 207 | 35.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 35.9 | |
| Total | 207 | 35.9 |
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|---|---|---|
|
Lowell Road Asset Management Inc
✚
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NY | 0.0 |
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IL | 0.0 |
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Focus Planning Group LLC
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0.0 | |
|
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OH | 0.0 |
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Complete Financial Planning Inc
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|
0.0 | |
|
Patterson Partners Ltd
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|
0.0 | |
|
Maidstone Wealth Management LLC
✚
|
NY | 0.0 |