Savvy Labs Inc

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Assets, Funds, Holdings

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Savvy Labs Inc
CRD #322453
SEC #801-126540
CIK #
AUM $117.0 MM (2024-08-05)
Employees 11 (100% Investors, 0% Brokers)
Phone888-401-5517
Address4 World Trade Center 29th Floor
New York, NY 10007
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1209672482402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 117.0
(n) Other 0 0.0
Total 1 117.0
By Discretionary
Discretionary 1 117.0
Non-Discretionary 0 0.0
Total 1 117.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 117.0
Total 1 117.0
Comparable Firms State AUM ($BB)
Kropog Financial Group LLC
LA 0.1
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ME 0.1
TRU Independence Asset Management 2
OR 0.1
Desert Rose Capital Management Inc
ID 0.1
Retirement Income Strategies LLC
WI 0.1
Bright Investments LLC
AL 0.1
Riverchase Wealth Management LLC
TX 0.1
Blakely Walters Wealth Management LLC
AZ 0.1
Great Lakes Wealth LLC
MI 0.1
Integrity Wealth Management Inc
WA 0.1
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