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SAVVI FINANCIAL LLC

Tel: 781-583-7011
465 Waverley Oaks Rd
Ste 315
Waltham, Massachusetts  02452-8422

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SAVVI FINANCIAL LLC

SAVVI FINANCIAL LLC is a Waltham, Massachusetts based financial advisory firm with nearly $35,947,000 in assets under management and provides investment advisory services for 207 clients. There are currently 18 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

169196

SEC#:

801-78753

No. of Clients:

207

Assets under Management

$35,947,000

No. of Advisors:

18

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