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Scott Laurence Lummer

SAVANT INVESTMENT GROUP, LLC·OAKLAND, California
Clean record15 years registeredSAVANT INVESTMENT GROUP, LLC
555 12TH STREET, OAKLAND, CA 94607-4046CRD# 4307044Firm CRD# 108810

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Laurence Lummer · OAKLAND, CA
Registration
CRD #4307044 · SAVANT INVESTMENT GROUP, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Dec 2021 – present
SAVANT INVESTMENT GROUP, LLC
Dec 2010 – Jan 2022
EMERYVILLE, CA
02

Registrations & Exams

Registration record
First registered · December 7, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAVANT INVESTMENT GROUP, LLC
CRD 108810 · SEC 801-40063
AUM
$675M
Regulatory assets under management
Employees
8
651 client accounts
Services offered by SAVANT INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SAVANT INVESTMENT GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Scott Laurence Lummer offer?
Scott Laurence Lummer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKLAND, California for a consultation.
What are Scott Laurence Lummer's credentials?
Scott Laurence Lummer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Laurence Lummer located?
Scott Laurence Lummer is based in OAKLAND, California, working with SAVANT INVESTMENT GROUP, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Scott Laurence Lummer charge for services?
Scott Laurence Lummer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAVANT INVESTMENT GROUP, LLC?
SAVANT INVESTMENT GROUP, LLC has approximately 8 employees and manages $675M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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