|
⚲
|
| Savvy Advisors Inc
✚
| |
|---|---|
| CRD # | 318493 |
| SEC # | 801-123656 |
| CIK # | 0002003633 |
| AUM | $401.3 MM (2024-08-23) |
| Employees | 12 (83% Investors, 8% Brokers) |
| Phone | 833-745-6789 |
| Address | 900 Broadway New York, NY 10003 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMGN | 130,083.0 | 12.9 | |
| MSFT | 1,918,222.4 | 8.2 | |
| NVDA | 399,550.0 | 7.4 | |
| PG | 338,108.9 | 6.9 | |
| AAPL | 2,382,844.0 | 6.0 | |
| AMZN | 1,092,997.8 | 4.5 | |
| AVGO | 201,282.9 | 2.4 | |
| META | 434,852.0 | 2.2 | |
| JPM | 340,169.2 | 2.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 103.1 |
| (b) Individuals (high net worth individuals) | 93 | 287.3 |
| (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 | 2.6 |
| (h) Charitable organizations | 0 | 3.8 |
| (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 | 7 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,218 | 401.3 |
| By Discretionary | ||
| Discretionary | 1,206 | 372.2 |
| Non-Discretionary | 12 | 29.1 |
| Total | 1,218 | 401.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 401.2 | |
| Total | 1,218 | 401.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002003633] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parkview Ltd
✚
|
0.4 | |
|
Ryan Wealth Management Inc
✚
|
CA | 0.4 |
|
Adaptive Financial Consulting LLC
✚
|
OH | 0.4 |
|
Ifrah Financial Services Inc
✚
|
AR | 0.4 |
|
Harbor Advisory Corporation
✚
|
NH | 0.4 |
|
Cloud Capital LLC
✚
|
OK | 0.4 |
|
Cypress Capital LLC
✚
|
TN | 0.4 |
|
SPG Advisors LLC
✚
|
WA | 0.4 |
|
Alta Wealth Advisors LLC
✚
|
MA | 0.4 |
|
Wealth Advisors of Iowa LLC
✚
|
IA | 0.4 |