Unclaimed Profile

Thomas Henry Burkhart

SAVANT INVESTMENT GROUP, LLC·SAN FRANCISCO, California

Series 7, Series 63, Series 65Clean record33 years registeredSAVANT INVESTMENT GROUP, LLC

461 2ND STREET, SAN FRANCISCO, CA 94107-1498CRD# 35957Firm CRD# 108810

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Henry Burkhart · SAN FRANCISCO, CA

Registration

CRD #35957 · SAVANT INVESTMENT GROUP, LLC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAVANT INVESTMENT GROUP, LLC

SAVANT INVESTMENT GROUP, LLC

Oct 1992 – Dec 2018

RENO, NV

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 23, 1992

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAVANT INVESTMENT GROUP, LLC

CRD 108810 · SEC 801-40063

AUM

$675M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Thomas Henry Burkhart offer?

Thomas Henry Burkhart specializes in Financial Planning, Investment Management, Wealth Management.

What are Thomas Henry Burkhart's credentials?

Thomas Henry Burkhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Henry Burkhart located?

Thomas Henry Burkhart is based in SAN FRANCISCO, California, last registered with SAVANT INVESTMENT GROUP, LLC.

How does Thomas Henry Burkhart charge for services?

Thomas Henry Burkhart'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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